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. Search the company

   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. Select the quote "Type"

   In the Location section, click the "Type" dropdown and select quote type.

   

6. Set the quote "End Date"

   Go to the "End Date" field and set the quote end date.

   

7. Fill in the "Delivery Method" section

   Fill in the needed details in the "Delivery Method" section.

   

8. Fill in the "Delivery Address" section

   Fill in the needed details in the "Delivery Address" section.

   

9. Go to the "Items" tab

   Then, go to the "Items" tab.

   

10. Add items to quote

    At the bottom of the screen, click the "Add Item" field and enter your preferred item using name or code, and select the item to add to your quote.

    

11. Update the "Sell Price" if needed

    Once items have been added, you can update the "Sell Price".

    

12. 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.

    

13. Global escalators

    If the global escalator is turned on, it will automatically populate.

    

14. Add new escalator

    To add new escalators, fill out the escalator cells in the "Add a row" fields.

    

15. Click "Setup Location"

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

    

16. Shipto/Location created

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

    

17. Click "Pricing"

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

    

18. Review Pricing

    Confirm if the Pricing is correct.