Opportunity Quotes

To enter quote information for an Opportunity, go to the Quote tab.

Field	Description
Group select	Click the checkbox to select the line as part of a group of lines.
Narrative	The icon displays if the line has a narrative attached. Right click on the line and select Add Narrative to add a narrative.
Code	A product code. Type ? and press Tab to return a list of products. Double click on a product. Type . (full stop) and press Tab to load a Bill of Materials.
Description	A product description. This uses the description of the product from the stock record. You can change it.
Qty	The quantity to supply. The default is 1.
GST No	Select the GST rate to use for this item.
Cost	The cost of the product. This uses the cost from the stock record. You can change it.
Sell	The selling price of the product. This uses the selling price attached to the customer. You can change it.
Total	This is automatically calculated but you can't change it.
Markup %	This value is automatically calculated, but you can change it. Enter the percentage amount of the new markup, without the % sign— for example, 112.5.
Status	The status of this line: LOST QUOTE JOB ORDER When a quote is converted, only lines with the status QUOTE are copied to the Sales Order or Job. You can change the status of a quote line by selecting Set Line Status as Quote and Set Line Status as Lost from the right-click menu. The status of converted lines changes to JOB or ORDER.
Date	The date on which the transaction was entered.
Cost Type	This column is enabled if Exo Job Costing is installed. Enter a Cost Type, if types are used. Type ? and press TAB to select from a list of cost types.
Cost Group	This column is only available if Exo Job Costing is installed. Enter a Cost Group, if groups are used. Type ? and press TAB to select from a list of cost groups.
Disc (%)	The discount applied to the selling price of this line.
Gross Margin %	This is automatically calculated but you can't change it.
Supplier Name	The preferred supplier for any lines that you must order. This is used when creating purchase orders based on the lines that have the Copy to option set to P on the quote.
From Location	The preferred location to draw stock from if this quote is converted.
Kit No	When you add a kit to the quote, the lines of the kit are given a kit incidence number that holds the components of the kit together. Lines that are not part of a kit have the value -1.
Quote Options	This works with the Quote Options defined in the area above the grid. Use these options to split the quote into sections.
Analysis Codes	Analysis Codes are arbitrary codes that you can assign to transactions to group them together for sorting and reporting.
Labour Allowance	Select this option to associate a unit labour allowance with a product. You can enter labour allowance in the Labour Allowance column and it can also default from an extra field on the Stock Item. This value is multiplied by quantity.

You can also add these columns to the tab:

Field	Description
Sell Inc GST	Sell price including GST.
GST	GST value per unit.
GST Total	Total line value of GST.
Total Inc GST	Line total including GST.
ST	The one-letter code for the line's status.
GST Rate	The percentage rate of GST.
Length, Width and Depth	Allow additional factors to apply to quantity. These default to 1.
Total Qty	Used with Length, Width and Depth to give the effective quantity when these factors are multiplied by quantity.
Line Type	This is zero but this can indicate: 1 = Kit header 2 = Component
Kit Code	This can contain the BOM code of a kit.
Line #	Line number. This can be edited and used with the ExoGrid sorting capabilities (or Clarity reporting) to re-sequence the lines from their original entry sequence.
Analysis Code 1 Analysis Code 2	Can be used as another coding for posting to the General Ledger.
Showline	Contains a Y or N to indicate if the line should appear on an invoice. This applies to kit component lines where the component lines may be hidden (set on BOM header).
Spread	Defaults to Y but you can change it to N. Indicates whether or not the line is taken into account when using the spread function to alter the quote total.

When adding lines, the checkboxes for those lines do not display until you save the quote.

Clicking Save, or Save & Exit commits the changes. Clicking Cancel cancels changes and returns you to the search screen.

Clicking Print prints the Opportunity Quotation form (Opportunity.CLF), containing details of the Opportunity and its associated quote.

Converting Opportunity Quotes

You can convert an Opportunity quote to a:

Sales Order Quote.
Sales Order.
Job Quote.

Note: An Opportunity must be associated with a Debtor account before you can convert it to a quote. If the Opportunity is associated with a Non Account, you can convert the Non Account to a Debtor before converting the Opportunity.

To convert an Opportunity quote, select an option from the Convert dropdown in the Opportunity window toolbar:

Note: The options are determined by the CRM Opportunity Conversion Options User-level profile setting.

Only quote lines that have the status of QUOTE are copied to the Sales Order/Job. The status of the lines updates to ORDER or JOB. If lines are removed from the Sales Order or Job, the lines are updated in the Opportunity. This window displays when you close the Sales Order or Job:

If the Mark any unconverted lines as lost option is selected, then lines on the original Opportunity that were deleted from the Sales Order or Job are set to LOST. If the option is not selected,lines on the original Opportunity that were deleted from the Sales Order or Job are set to QUOTE.