Exact Synergy Enterprise

InterConnect for Macola: Quote Creation Feature/Option Items

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 Feature/Option Items

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 Sales Quotes/Orders screen. This screen 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 screen 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 Quote: New Line screen opens.

   

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

   The following table describes the fields on the New: Quotation screen.

   Field	Description
   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.
   Contact	Click the search icon to select from a list of contacts that have been defined for the account. Select the contact you want to associate with the new quote.
   Resource (Sales)	Click the drop-down arrow to select from a list of available Sales Resources. By default, the name of the person who is creating the quote will be populated in this field. You can change the responsible resource by selecting a new Sales Resource from the drop-down list.
   Mfg Rep	The manufacturing representative will be populated in this field.
   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.
   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.
   Brief Description	If desired, enter text in the Description edit field to provide additional information about the quote.
   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.
   Notes	You can enter any additional information in the Notes edit field.

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

   

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

   

10. 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

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

    

12. After you save the last option, the system returns to the Quote screen.
13. 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