Setting Up Sales Quotation—Exercises

Enter Quotation Number Range

Purpose: The purpose of this exercise is to learn how to set the initial number so that quotations will be numbered consecutively as they are created.

Windows:
Coordinator Groups

1. Click the Coordinator Groups window.
2. Enter the coordinator group for which you want to create the quotation number range.
3. Enter the first of the consecutive numbers in the Quotation Number field.
4. Enter the first of the consecutive numbers in the Order Number field.
5. Select Save.

Enter Competitor

Purpose: The purpose of this exercise is to learn how to create competitors, i.e., other companies also quoting our customers.

Windows:
Sales Quotation Basic Data

1. Click the Competitors tab.
2. Select New.
3. Indicate a competitor code.
4. Indicate the competitor's name.
5. Select Save.

Enter Competitive Advantages

Purpose: The purpose of this exercise is to learn how to enter competitive advantages, i.e., features that could influence whether or not our customers decide to buy from us. Such features could be a better price, higher quality, or better delivery time.

Windows:
Sales Quotation Basic Data

1. Click the Competitive Advantages tab.
2. Select New.
3. Enter a competitive advantage code.
4. Indicate the description of the competitive advantage.
5. Select Save.

Enter Win and Lose Reasons

Purpose: The purpose of this exercise is to learn how to enter win and lose reasons, i.e., reasons why we have won or lost a quotation. Possible reasons for winning could be that or prices are better, our quality is higher, or we can meet the requested delivery time. Reasons for losing could be that we have sent the quotation too late, our prices are too high, or our delivery time is too long.

Windows:
Sales Quotation Basic Data

1. Click the Win and Lose Reasons tab.
2. Select New.
3. Indicate a reason code.
4. Indicate the name of the reason.
5. Indicate whether it is a win or a lose reason.
6. Select Save.