Operations CRM - View and Calculate Totals on Items Screen

1. Navigate to "CRM"

   In order to view and calculate totals on the "Items" screen, navigate to the "CRM" section in the Operations Portal.

   

2. Click "Quotes"

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

   

3. Search for the quote

   Find the quote by using the "Search..." field.

   

4. Click on the more details icon

   Click on the more details icon of the quote you want to view.

   

5. Go to "Items"

   Go to the "Items" tab.

   

6. Click "Show Sidebar"

   Click on the "Show Sidebar" button to open a panel on the right side of the screen.

   

7. Click "Calculate All"

   A financial summary will show under the "Totals" section. To perform the calculation, click on the "Calculate All" button.

   

8. Updated calculation

   The system will calculate all the relevant amount and displays the updated values.

   

9. Update "Shipping"

   You can also update the shipping amount by clicking into the highlighted text.

   

10. Enter the shipping amount

    Enter the updated shipping amount.

    

11. Click "Save"

    Then, click "Save".

    

12. Update "Tax"

    You can also update the tax amount by clicking on the highlighted tex.

    

13. Enter tax amount

    Enter the updated tax amount.

    

14. Click "Save"

    Then, click "Save".

    

15. Click "Calculate All"

    Then, click "Calculate All" to recalculate the total of all the items in the quote.

    

16. Sample calculation

    This exsample shows the updated calculation of the quote with the shipping and tax amounts updated.

    

17. Click "X" to close panel

    To close the panel, you can click on the "Show Sidebar" button or "X" button.