Steps

  • There are numerous ways to access the page used to create a new quote:
    • You can go to the "Organisations" page and click the name of the organisation for whom you want to create a quote.Once in the selected organisation's page, scroll down and click "Create" next to the "Quotes & Projects" section.
    • You can also go to the "Quotes" page and click "Create" at the top right corner.
    • Finally, you can go to the "Projects" page and click "Create" at the top right corner.
  • All three methods will send you to the page below. The only difference is that when you access it from the organisation's page, the "Organisation" and "Billing Organisation" fields are pre-filled. From here, fill out the form, mark the area or insert a marker on the map, and click "Save" once finished.

SCREENSHOT MARKER

NAME 

DESCRIPTION 

REQUIRED/ OPTIONAL 

1

Name

Descriptive title for the project.

Required

2

Project Category

Select one of the defined project categories.

Required

3

Organisation

Pre-filled if opened from the contact page.

Required

4

Details

Description of the project and work to be done.

Required

5

Address First Line

The address of the project.

Required

6

Address Country

Pre-filled.

Required

7

Map

Mark the area of the project or set a point marker using the toolbar at the bottom of the map display. To pan through the map, select the hand icon. To drop a marker/point of the position of the project, select the pin icon. You can drop more than one point. To draw the area of the site, select the area/ polygon icon. Click around the area of the site. The cursor will have a cross shape allowing you to draw an area. Once your cursor comes close to the first point, it will turn to a hand. Once clicked, it will close the polygon. If you want to delete one of the plotted items, click the bin icon. If you want to delete all items, click the warning icon. 

Required

8

Enquiry By

Select the organisation contact who sent the inquiry.

Required

9

Enquiry On

Pre-filled with today's date.

Required
10 Quote Submission Deadline Date when the customer expects to have a quote. Required
11 Estimator Person who is responsible for creating the quote. Required
12 Probability Probability of the quote being accepted. Required

 

  • If you want to create a quote item for the newly created quote, go to the previously created Quote, then click "Sales" and "Create"
  • Fill out the form and click "Save"
    The required fields are:

    SCREENSHOT MARKER

    NAME 

    DESCRIPTION 

    REQUIRED/ OPTIONAL 

    1

    Name

    Title of the quote item describing what work will be done.

    Required

    2

    Description

    Explanation of the work being done.

    Required

    3

    Visibility

    Select if this quote item will be visible on the quote document. Pre-filled.

    Required

    4

    Department

    Select the department that will be predominately doing this work.

    Required

    5

    Service

    Select a departmental service. You must choose a department first to filter through relevant services.

    Required

    6

    Type

    Select if this is a lump sum or rate quote item.

    Required

    7

    VAT Rate

    Select the sales tax rate.

    Required
     
Note: In the Financials section, the "Price" field will sum up all costs added above and add the Gross Margin. However, users can manually change the price if needed. If the edited price will have less than the target gross margin set by your organisation, the "Gross Margin (%)" field will turn red to indicate that your price will yield less than that set percentage.
For more information regarding Quote Items, see Reference, Quote Items