Exact Synergy Enterprise

InterConnect for Macola: Creating a Quote for a Feature/Option Item

InterConnect enables you to create a quote directly in Exact Synergy Enterprise that will be populated in your back office as well.

To create a quote, you must have the following roles assigned:

1. Quote Role (defined in HRM Setup)

How to Create a New Quote for a Feature/Option Item

1. In Exact Synergy Enterprise, navigate to an Account Card to create a quote for it.
2. On the selected Account Card, scroll down to the Monitor Section.

   

3. Click the Orders link. This opens the Orders page. This page shows open and historical orders (if any) and quotes (if any) that are related to the customer. You can use the fields at the top of the page to find a specific order or quote. You can also click the various links in the list to drill into details of the orders or quotes.

   

4. Click New to create a new quote for this customer. The New: Quotation page opens.

   

5. Use the table below for information about each field.

   Field	Description
   Division	Select the back office for the quote. The only options available to choose are the divisions set up on the InterConnect divisions page.
   Account	Displays the account name of the account for which you are creating the new quote. You can click the search icon to select a different account.
   Purchase Order	If the customer has a purchase order number, enter it in this field.
   Salesperson	Click the drop-down arrow to select from a list of available Sales Resources. By default, the sales person set as the default for the customer in the back office will be populated in this field. You can change the responsible resource by selecting a new sales person.
   Date	This is the date the quote is entered. By default this is the system date.
   Award Probability	The Award Probability enables you to indicate the probability that the quote will be converted to an actual order. Click the arrow to select from a list of predefined options. If it is very likely that the quote will become an order, select a higher "hot" number from 7 to 9. If it is fairly likely the quote will become an order, select a "warm" number from 4 to 6. If it is only remotely likely the quote will become an order, select a "cold" number from 1 to 3. The option you select will be indicated on the sales funnel reports.
   Est. Close Date	The close date indicates that a quote has been converted to an order. Click the calendar icon to select the date on which you think that the quote will be converted to an order.
   Additional Order Information
   Customer Code	This field is populated with the customer code that corresponds to the selected account.
   Status	The status field indicates the current status of the quote. By default, when a quote is created, the New status is displayed.
   Payment Condition	Click the search icon to select a payment condition type.
   Project	You can associate the new quote with a project in Exact Synergy Enterprise. Click the search icon to locate and select a project.
   Location	This field enables you to select a warehouse for the quote.
   Delivery To	The delivery address set up for the customer in the back office is the default. You can change the delivery address or copy it from the invoice, alternate address, contact, or account address.
   Shipping Via	Select the ship via code.
   Instruction: Shipment	You can enter any additional shipping information.
   Invoice To	The invoice address set up for the customer in the back office is the default.
   Notes	You can enter any additional information in the Note fields.

6. Click Save to save the basic information of the new quote. The New Line: Quote page opens. Use this page to enter the line item information.

   

7. Use the following table for the fields on the New: Line page.

   Field	Description
   Line Detail
   Item	Enter the item number that the customer is ordering.
   Description	This is the description associated with the item number.
   Location	Enter user defined code that indicates the shipping location that is filling the customer's order.
   Unit Price	This is the price per unit for an item. This is a calculated value. You can accept the default value or manually override it.
   Quantity	Enter the quantity ordered.
   Discount Percentage	The discount percent entered on the order header displays as the default. You can accept or override this by manually entering a new value.
   Ext Price	This is the extended price for this order line item. The extended price is the unit price multiplied by the quantity to ship.
   Additional Line Details
   Requested Date	Enter the request date for the line item. The entry defaults to the system date.
   Promise Date	If you renegotiate the original requested date, enter the new promised date.
   Req Ship Date	Enter the required ship date for the line item. The entry defaults to the system date.
   Line Item Notes	You can enter additional notes in the five free fields.

8. In the item field, enter a feature option item.
9. Enter any other line item information (Location, Unit Price, Quantity, Discount %, Requested date, Promise date, Required ship date, Line item comments, and Free fields).
10. Click Save. This opens the Feature Selection page:

    

11. Select an option, if there is more than one. If there is only one, it is selected by default.

    Example: only one option	Example: multiple options

12. Click the Save & Next button to select the next option.

    

13. After you save the last option, the system returns to the Quote screen.
14. After entering the quote and selecting feature options you can complete any of the following:
    • Print the quote
    • In the back office convert the quote to an order
    • Create a Synergy workflow request to convert the quote to an order
    • Mark the quote as a lost sale

InterConnect for Macola Introduction and Document Index