Quotation

Types of Quotes

None: Disables the ability to request quotes through CRM.
Doc: CRM sends specifications and design documents to ERP for quoting. After review, ERP sends the quote and related documents back to CRM.

External: For complex quoting processes, CRM provides a login/link to the ERP quote system. The CRM user enters the quote requirements in ERP, and any updates are made through the ERP quote module.

Master List: ERP sends a product master list to CRM, which includes product names, UOM, and attributes. The CRM user selects products and quantities, then sends the quote details to ERP for processing.

Create a Quotation in CRM

You can create quotation in CRM by:

• Creating from Company

• Creating from Opportunity

Once integrated, historical quotes are sent from ERP to the CRM display, similar to invoices and orders.

Convert a Quote into a Sales Order

Here’s a use case for turning a quote into a sales order with the Doc integration type:

1. Create a Quotation from Company or Opportunity.
2. Attach specifications or design documents to the quotation.
3. Go to Options > Price Quote. A request is sent to ERP, and viewed from Claim Store. The quote status is updated from New to Pending.
4. ERP returns the quote total and the status is updated to Completed.
5. Go to Options > Create Order.
   A create order request is sent to ERP.
6. Once the order is created, ERP sends back a link, which is displayed as the linked order in the quotation.