During a conversation with a prospect, you find out exactly which products they are interested in and discuss prices.
To capture this information:
The Quote level discount fields are:
Discount Type |
Select from Percentage or Amount. |
Discount Percentage |
Percentage discount on the whole quote. Discounts will be rounded to the system setting for decimal places. If the Discount Type has been set to Amount, this field is read-only and is calculated according to the amount entered in the Discount Amount field. |
Discount Amount |
Money amount discount on the whole quote. Can be typed in to two decimal places. If the Discount Type has been set to Percentage, then this field is read-only and will be calculated according to the percentage entered in the Discount Percentage field. |
Note: It is possible to add a discount on a quote or order, which has no line items. You may wish to do this if:
Description |
|
Product Family |
Group that the product belongs to. For example, a company selling office products may have the product families: Office Furniture, Computers Peripherals, Stationary, and Filing. The Product Family selected will narrow down the products to select from the Product field. Product Families are set up by the System Administrator. |
Product |
Select from a list of products set up by your System Administrator. |
UOM |
Unit of Measure available for the selected product. For example, a company selling office products may sell pens as singles and in packs of 24 or 36. The System Administrator can set up a UOM family for "Pen Packs", and then UOMs as Single, 24-pack, and 36-pack. If the System Administrator has not enabled Units of Measure, then this field is not displayed. |
Quantity |
Quantity of the product. If UOMs are being used, then this is the quantity of the UOM. |
List Price |
Standard price of the product. If UOMs are being used, then this is the standard price the UOM. This is a read-only field. |
Quoted Price |
Defaults to the List Price for a quantity of one—of a product or of a UOM. This field can be edited to discount line items. |
Line Item Discount |
Read-only field. Calculated by subtracting the Quoted Price from the List Price, and multiplying by the Quantity. |
When you have finished adding the line items, you can:
Note: When editing a line item, you cannot change the Product or Product family.
Go to Sales Opportunities home page...
See Also
Manually Progressing Opportunities
Creating Quotes and Orders Outside of the Opportunity Context