From the Opportunity use the New Icon and select Quote
Include in Opportunity
Use this tick box to ensure the quote is included in the total of the opportunity. If the box in un-ticked the quote won't be taken in consideration when it comes to Product Sales or Sales reporting.
Depending on what type of sale the quote is, users can choose from pre-defined drop downs.
If there are multiple price lists setup in your Gold-Vision users can choose the price list that the product needs to be added from
Financial Entities are a solution primarily to handle Company data sets of a number of financial packages Gold-Vision integrates with (e.g. Sage, Exchequer)
Financial Entities can be managed via Products > Financial Entities
Actual Close Date
This field will be automatically populated with the date the Quote has been closed won or lost.
Gold-Vision supports multi currency options, this enables users to setup sales in different currencies and sales reporting can be created using Local Value.
Quote Base Currency is determined by the User's Base Currency predefined in the Settings area but it can be changed manually when the Quote is created.
Click here to find out how to setup multi currency in Gold-Vision
When reporting on sales the Base Currency will determine the Value and Local Value of the sale:
Please note that the Quote Currency will overwrite the Opportunity currency.
Processing the Quote - Open, Closed - Won, Closed - Lost State
The margin is calculated automatically against the quote. Once the products have been added to the quote Margin fields will be updated with the difference between the Base Price and Base Cost of the products.
Before you add Products to your quote you will need to make sure that Products have been set up, see 'Products'.
Adding Products To Quotes
See how to add products and manage Products here.
You can create as many Quotes as needed for an Opportunity. It may be that you have sent a Quote to a customer and they have asked you to send two quotes for the same business but for one Quote they would like additional items to be included or excluded.
When saving a second quote you will be given the option to replace the existing Quote with this one.
Watch our web clip to see how to create a Quote: