The Sales Information and Security section of the Quote Details page is where a user will enter various important pieces of information pertinent to a specific quote. Most of the data fields will be populated with information by means of customized drop down menus, with just two areas for a user to key in specific data. The information in this section can be used in various data mining activities, and can also be used to set up and authorize other users to access and modify a quote in a user's absence.
This section is viewable and uneditable after opening a quote, and editable when editing an existing or new quote.
Click on the fields below for more information.
This drop-down menu contains a list of organizational units already identified as Quoting offices. If the user's office is a Quoting office, this will be the default choice.
This drop-down menu contains a list of Application engineers within the selected Quoting office. If the user is an Application engineer, he or she will be the default choice.
This drop-down menu contains a list of currencies. All documents relating to this quote will have prices shown in the selected currency.
The Discount Code(s) data field includes a drop down menu with customized Discount Code(s) according to a user company's requirements. The Discount Code(s) drop down menu can be by product line, a specific customer designation or any combination thereof.
The Other Editors section includes a pre-populated list of Other Editors on the left pane, with a second list of the actual assigned Other editors in the right pane. The list on the right is customizable and can be useful in allowing others to participate in preparing a quote. (For example, this is especially useful if the Owner / Inside Salesman is away or leaves company employment.)
To add or remove from the list, simply hightlight a choice (or CTRL-click multiple choices) and use the arrow buttons in between the panes to move names to and from the lists
This drop-down menu contains a list of organizational units already identified as Sales regions. The user's Sales region will be the default choice.
This drop-down menu contains a list of Sales offices within the selected Sales region. If the user's office is a Sales office, this will be the default choice.
This drop-down menu contains a list of Sales Engineers within the selected Sales office. If the user is a Sales Engineer, he or she will be the default choice.
This drop-down menu contains a list of all Sales offices in the organization.
This drop-down menu contains a list of all Sales engineers within the selected Destination Sales office.
The Market Sector data field includes a drop down menu with a pre-populated list of informational market sector options. The list is fully customizable to a specific user's requirements and can be useful in data mining sales and marketing information by use of a filter.
The Industry Sector data field includes a drop down menu with a pre-populated list of informational industry sector options. The list is fully customizable to a specific user's requirements and can be useful in data mining sales and marketing information by use of a filter.
The Anticipated Order Value section contains a drop down menu and a data input field. The drop down menu is used to select and identify the currency being used in the quote. The data input field next to the drop down menu is where a user can key in a specific anticipated order value.
The Probability data field is where a user can key in an estimated probability percent factor of being awarded the quote. This information is useful during data mining activities and forecasting.