Quote Creation directly from an Account 

 

Do not forget to modify the link to the Parent Page within the macro. 

TABLE OF CONTENT

  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)

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