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titleQuoting tool iCARe

Training material and step by step guide of the Quote tool in iCare are available in

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the e-learning Campaign and Quote presentation.

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YouGrow e-learning content:

 


Process Overview:

Embedded Google Drive File
urlhttps://docs.google.com/presentation/d/1ImxdY65fcoPO6o5o3kXldvBqJoONRq3-vYMh6Kn8My8/edit?usp=sharing
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Process by role:

  • Account Managers

Here, you will learn the end

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-to-end process of quote creation

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2. Concept of final consignee

3. How to input a quote from a standard order release bracket & price

4. Other updates requiring approval - payment terms, Incoterm, Volume, Pricing, Order release deviations

5. How to extend a quote

6. How to renew a quote

. This includes:

  • How to create a quote?

Embedded Google Drive File
urlhttps://docs.google.com/presentation/d/1vRcFPnn_JtxtaCyICF-IXBoSL4SRxjti6B6QbULGAQY/edit?usp=sharing
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  • Add , Configure, and Send Products for Approval: Once the quote has been created. Also learn about Final Consignee, Approvals required, Payment terms and rebates, Inputting standard brackets

Embedded Google Drive File
urlhttps://docs.google.com/presentation/d/1eNLAWhZCaMG5V3DNbjpuvUNcCYB1uu61Ib9znc7BsKc/edit?usp=sharing
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  • How to generate an email offer/PDF?

Embedded Google Drive File
urlhttps://docs.google.com/presentation/d/1JB0eXUXUhk7W0tCkimY6lnT8u-gpu31PO4Na8rtHXAQ/edit?usp=sharing
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  • How to extend a quote?

Embedded Google Drive File
urlhttps://docs.google.com/presentation/d/1pnb9fQYbi-GUrjBUhSM0Q49yoGqZY1RRgtNsMZgzW6M/edit?usp=sharing
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  • How to renew a quote?

Embedded Google Drive File
urlhttps://docs.google.com/presentation/d/1wFPzDNhw65gi5DPkGjwEUSvjvVkFDKUj25P9wLWxr6U/edit?usp=sharing
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  • What reports are available on iCARe regarding the quote process?

Embedded Google Drive File
urlhttps://docs.google.com/presentation/d/1YxAcEQ0vPHppngZv-RWYr5EhgLe24WSPhm3kvjdPPNg/edit?usp=sharing
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