Sales Quotes

Steps for adding a new equipment sales quote.

There are a couple methods to add a new equipment sales quote into crmSeries. The quickest method is to add the equipment sales quote from the Add button on the menu bar. An equipment sales quote can also be added from a company or prospect record by selecting Actions, Add New, Sales Quote. The steps below will be adding the equipment sales from the Add button from the main menu.

1. From the main menu bar, select Add, Sales Quote.
2. A panel will open to indicate a company or prospect, Contact (optional), Sales Rep, and Branch that the equipment sales quote is for.
3. Select Next button.
4. A panel will open for selecting a machine to quote.
   For this example, we will create an equipment sales quote for an inventory machine. Select the Search For Inventory button. NOTE: If you know the stock number, you can simply enter it into the Quick Stock # field and select from the list that will appear when typing.
5. Selecting the Search For Inventory button will open an inventory search form. Enter the values to filter the inventory needed and select the Search button.
6. Select the Stock Number link to load the equipment details into the sales quote.

Adding Equipment Items to the Quote

Equipment Items (options) can easily be added for a machine on the quote. Below are the steps for adding additional items (options) to a deal.

1. Select the Pancake Menu control for the Machine Pricing group.
   
2. Select Add Item.
3. In the Equipment Item panel, enter an Item Description, Price, and select the proper options.
   1. Description – Describes the Item.
   2. Sales Code – (Optional) Sales Code of the Item.
   3. List – Amount of the item.
   4. Qty. – Quantity of the items.
   5. Checkbox Options
      1. Base Machine – Check if the option a Base Machine.
      2. Optional – Check if the item is an optional item and not to be included in the machine sales price but show as an optional price on the sales quote output.
      3. Use Exchange – Check if to apply an Exchange Factor.
      4. Exclude Discounts – Check to exclude the item from any machine discounts.
4. Select Save Item button to save the Equipment item.

Adjusting items on a Sales Quote

The items that are associated with a sales quote can be modified. To modify a sales quote item, follow the steps below.

1. Under the Machine Pricing group, selecting an icon under the Actions column will allow you to modify a line item. NOTE: If the icons under the Action column are not available, you do not have the user right to make the modifications. Contact your crmSeries administrator for rights to modify a sales quote item.
   1. Edit – User to Edit an item.
      
   2. Delete – User to Delete an item.
      
2. If selected Edit option, an Item Description panel will open. Modify the item as needed and select the Save Items button. NOTE: Select the Cancel button to close the panel and revert any changes.

Adding a Warranty to a Sales Quote

Follow the steps below to add a warranty to a sales quote.

1. Select the Pancake Menu control for the Warranty group.
   
2. Select one of the available options.
   1. Lookup Warranties – provides a list of available warranties to select from.
      1. A Warranty Lookup panel will open and select an available warranty from the list. NOTE: If warranties are not available in the list, please check with your crmSeries administrator to verify the warranties are loaded for the model.
      2. Select the warranty at the intersection of the months and hours.
      3. Select the Close link.
   2. Add Warranty – ability to manually add a warranty.
      1. Opens the Edit Warranty panel. Enter the warranty information.
         
         1. Warranty (Required) – Warranty Name.
         2. Months – Warranty expiration months.
         3. Hours – Warranty expiration hours.
         4. Cost – Cost of the warranty.
         5. Start Date – Start date of the warranty.
         6. End Hours – Start hours of the warranty.
         7. End Date – End date of the warranty.
         8. End Hours – End hours of the warranty.
         9. Optional (checkbox) – Indicates that the warranty is optional and not included in the deal pricing. The optional pricing can be included on the output sent to the customer.
         10. PM (checkbox) – Indicates that the warranty is for preventative maintenance.
         11. Exclude from Cost (checkbox) – Separate the cost of the warranty from the deal.
         12. Select Save Warranty button.

Adding an Attachment to a Sales Quote

Follow the steps below to add an attachment to the sales quote.

1. Select the pancake menu from the Local Options/Attachments group.
   
2. Select an option from the menu.
   1. Lookup Attachments – Opens a panel to select available attachments for the base machine on the sales quote. NOTE: If no attachments are available, please contact your crmSeries administrator to add attachments available for the base model. Also, attachments can be manually added, or attachments can be selected from inventory.
      1. Selecting an attachment from the available attachments will automatically be added to the sales quote.
   2. Search Inventory – Opens a panel to filter attachments available in inventory.
      1. Selecting an attachment stock number in the list will add the attachment to the sales quote.
   3. Add Attachment – Opens a panel to manually enter the attachment information.
      1. Manufacturer – Manufacturer of the attachment.
      2. Category – Can either select from an available category list or manually enter an attachment category.
      3. Description (Required) – Description of the attachment.
      4. Identifier – Manufacturer Sales Code for the Attachment.
      5. Stock # – An inventory stock number for the attachment.
      6. Serial # – Serial number of the attachment.
      7. Supplier Quote # – Quote number associated with the attachment if ordered from an outside vendor.
      8. Cost – Cost of the attachment.
      9. Optional (Checkbox) – Check if the attachment is an optional item on the sales quote. If optional, the pricing will be excluded from the sales quote and printed separately on the output provided to the prospect.
   4. Select the Save Attachment button.

Adding Service Work to a Sales Quote

Follow the steps below to add service work to a sales quote.

1. Select the pancake menu from the Service Work group.
   
2. Select an option from the menu.
   1. Lookup Work Orders – Opens a list of available work orders.
      1. Select one or more work orders by selecting the checkbox.
      2. Select Save Work Orders button.
   2. Add Work Order – Opens a panel to enter the work order information.
      1. Description (Required) – A description of the work order.
      2. Job Code – Job Code for the work order.
      3. Quote # – Quote number provided by an outside company or internal department for the work order.
      4. Cost – Cost of the work order.
      5. Optional (Checkbox) – Check if the work order is an optional item on the sales quote. If optional, the pricing will be excluded from the sales quote and printed separately on the output provided to the prospect.
      6. Select Save Work Order button.

Adding Freight to a Sales Quote

Follow the steps to add freight to a sales quote.

1. Under the Freight/Shipping group select the Originating Branch location and enter the Freight to Inbound amount. NOTE: The Freight amount can automatically be applied to a sales quote based on the model. The automated freight charges are set under the crmSeries system administration section.
2. Select the Delivery Branch if needed and enter the Transfer Freight amount. This may be a different branch from the originating branch.
3. Enter any Freight out to Customer charges for shipping to the customer.
4. Enter any Trade-In Freight charges if needed.
5. Enter any Attachment Freight charges if needed.
6. Select Save button to save any freight changes.

Adding Sales Tax

Follow the steps below to add sales tax to a sales quote.

1. Select the Tax/Financing tab.
2. Select the State and County where the machine will be delivered. NOTE: If your crmSeries is connected to a tax calculation application like Avalara, your screen will look different, and estimated taxes will automatically be calculated. If you do not see a state or county in the list, contact your crmSeries system administrator.
3. Select the Save button.

Adding Finance Payments

Follow the steps below to add finance payments to a sales quote.

1. Select the Tax/Finance tab.

   

2. Select the pancake menu, from the Finance Group.

   

3. Select one of the options from the Finance menu.
   1. Lookup Programs – This opens a panel to select a finance program to add to the sales quote. NOTE: If there are no finance programs available, you can check with your crmSeries administrator or manually add the finance programs.
   2. Add Payment – Manually add a finance program to the sales quote.

      

      1. Description (Required) – Description of the finance program.
      2. Program Code – Code associated with the finance program.
      3. Months (Required) – Financing months.
      4. Type – Select Rate or Payment.
      5. Amount – If Rate is selected, enter the finance rate. If Payment selected, enter the payment amount.
      6. Expiration Date – Select from the calendar, the expiration date of the finance program.
   3. Select Save Payment.