Overview

In this section, you will find information about the process to create Quotes for Recurrent Business

 

 

Concerned profiles:

     ALL quote owners

Table of content

 

Step By Step

Creation of quote directly for an account

  1. User opens the account page he is interested in, and clicks on New Quote button:

 

2. Once the quote is created, user adds a quote line item and click on save.

3. At saving, Salesforce will search for existing committed prices for the combinations of the quote and quote line items:

  • Ship To/Product/Currency/Unit of measure
  • Ship To/Product/Currency/Unit of measure
    If a matching commitment is found, a new section is displayed on the quote.


Note: This process is specific to GBUs using pVelocity. If no matching commitment is found, the section will still be displayed but can be collapsed by the user.

 

 

 

 

 

 

4. The auto - calculation of the difference between prices:

 

(Price per UOM - Committed Price)/Committed Price)

User adjusted his price using committed price information

User's price is below the price he committed with his manager for the customer and his product. He adjusted his price:

 

 

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