Operations CRM - How to Create a Ship To and Generate Pricing Records of a Quote

1. Navigate to "CRM"

   To create a ship to and generate pricing records for a quote, navigate to the "CRM" section in the operations portal.

   

2. Click "Companies"

   Then, click "Companies". In order to access "Companies" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "companyEdit", or "crmCompanyEdit". Just a reminder, "crmCompanyEdit" access only allows employees to access companies that are assigned to them.

   

3. Enter the company code or name to search

   Enter the company code or name to search.

   

4. Click "Start Quote"

   Next, click the "Start Quote" icon. In order to access Quotes, you will need to have the role of "administrator" or "superuser", or have the roles of "quoteEdit" and "accountQuoting".

   

5. Fill out all information needed

   On the quote screen, update the needed information.

   

6. Enter "End Date"

   In the "Location" section, you can add the "End Date" of the quote.

   

7. Click "Items"

   Next, click "Items".

   

8. Add an Item

   On the "Add Item" field, enter your preferred item using name or code, and select the item to add to your quote.

   

9. Add a "Sell Price" Amount

   Once item has been added, you can enter what price you would like to quote in the "Sell Price" field.

   

10. Click "Escalation"

    Just a reminder, if the price for the product will increase at some point before the quote expires, you can go to the "Escalation" tab on the quote and add the price increases for each date.

    

11. "Add a row" fields

    Fill out the escalator cells in the "Add a row" fields.

    

12. Date of the increase

    Click the field below the "Slot 1" cell to open the date picker. Choose the date when the product price will increase. In this example, May 5 is selected. You can also update other slots if there are additional dates for price increases.

    

13. Click "Setup Location"

    Once everything is set up, click "Setup Location" icon.

    

14. Ship to/location Created

    The ship to "location" has been created for the quote.

    

15. Click "Pricing"

    Next, click "Pricing" to view or modify pricing details related to the items in the quote.