Versions Compared

Old Version 2

changes.mady.by.user CHAVEZ HEREDIA, Mariana

Saved on

compared with

New Version Current

changes.mady.by.user SETHIA, Rhea

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Note

The aim this page is to share all available support documentation about One Quote tool. You you find:

  • FAQ
  • Short videos on functionalities
  • Uses Cases

Livesearch
spaceKey@self
placeholderWhat's your question?
typepage
labelsONEQuotes


Short videos

TopicVideo objectiveVideo Link
New UX Product Table

Learn how to use the new product table:

  • New tabular format with panel displaying under the line
  • Filters and search box
  • Global Indicator for line status
  • Approval & Accepted by Customer Column

Demo video (4 minutes)

Google Drive Live Link
urlhttps://drive.google.com/file/d/1RmhQJiDbm6sa4dR5hnFx3VtKM6we06O5/view?resourcekey

Account selection
How to identify the right sold-to and ship-to for my Quote?

Leverage the Pricing Transparency Dashboard to check your accounts by code.

Step by step video (1:41 minutes)

Google Drive Live Link
urlhttps://drive.google.com/file/d/1kOQTeeS668YVTvn7qML4RPxdc6cV7KLK/view?usp=sharing

Managing large portfolios
How to Mass duplicate Quote line items to a new incoterm and/or ship-to?


Step by step video (47 seconds)

Google Drive Live Link
urlhttps://drive.google.com/file/d/1WzPc_ny97pbR5WysRPlDP8bqtE7Dx5cO/view?usp=drivesdk

PDF customization
How to create and send a complete offer in one shot?
  • Add Incoterm details to specify port of loading or destination
  • Add  special agreement terms or other special customer information per quote line item
  • Add general notes to be included in the PDF (e.g. Payment terms, Contact details, etc)
  • Attach prices in excel or other documents

Step by Step video (2:26 minutes)

Google Drive Live Link
urlhttps://drive.google.com/file/d/1yxVlxVzPqDhxBN53hwdl-H_hcgTIiQGq/view?usp=sharing

Quote ownership
How to change/transfer the ownership of a quote?

This video is useful in case you need to transfer a few quotes (one by one) to a new quote owner. For a mass transfer, please reach out to your GBU Data Steward

Step by step video (30 seconds)

Google Drive Live Link
urlhttps://drive.google.com/file/d/1yNNo6OF6Cj7KBDS0aY7HV1JQQFc2L04o/view?usp=sharing

Delegate Approvals

Whenever you are out of the office, we recommend that you can delegate your approval process for One quote to prevent sales reps from moving on with there customer discussion.

Step by step documentation here





FAQ

QuestionsAnswers
I have a quote under “Closed - Sales Started” but I need to change the price. What should I do?

You can renew the quote, enter the new validity & price and send the quote to "SAP Upload Preparation"

In SAP prices are override by the new ones

The original quotes will become expired when price admin/csr complete the task on the second quote

Short videos

Video objectiveVideo LinkHow to Mass duplicate Quote line items to a new incoterm and/or ship-to?

Short step by step video (47 seconds)

Google Drive Live Link urlhttps://drive.google.com/file/d/1WzPc_ny97pbR5WysRPlDP8bqtE7Dx5cO/view?usp=drivesdk