13Managing Quotes
Managing Quotes
This chapter provides information about quote management Siebel Automotive functionality that application administrators and end users can use to manage quotes in their daily job roles. It consists of the following topics:
About Quotes
A quote is a formal offer for products or services proposed at specific prices and related payment terms that are sent to prospective customers.
Quotes are used to give the individual or business customer a representation of the total cost for vehicles and services they are considering. A customer service representative can give the customer a quote that is structured to meet his or her requirements.
Scenario for Working with Automotive Quotes
This scenario is an example of a workflow performed by the administrator and end user. Your company may follow a different workflow according to its business requirements.
A sales representative at a dealership is asked to provide quotes for three vehicles for a potential customer. She first sets the price list for the quotes, and then adds the quote. After associating the first quote with the potential customer (opportunity), she copies it twice and revises the copied quotes for the second and third quotes.
With all three quotes created and associated with the opportunity, the sales representative shares the quote with the customer. A day later, the customer calls back expressing interest in one of the vehicles. The sales representative allocates the vehicle, holding it while the customer makes a purchasing decision.
Quotes Process Workflow
The image illustrates the end-user workflow for working with quotes.
Process of Creating Quotes
To create quotes, end users perform the following tasks:
Setting the Price List for Quotes
Before creating a quote, use this procedure to set the default price list that you want to use in the quote process.
This task is a step in Process of Creating Quotes.
To set a default price list
Navigate to the User Profile Preferences screen, then the Price List & Sales Methodology view.
In the Price List field, select the price list that you want to use as a default for the Quotes screen.
If needed, select a sales methodology from the Sales Methodology drop-down list.
Related Topics
Creating Quotes
Use this procedure to create quotes.
This task is a step in Process of Creating Quotes.
To create a new quote
Navigate to the Quotes screen, then the List view.
From the visibility filter, select My Quotes.
In the Quotes list, create a new record.
Complete the fields as necessary.
Related Topics
Copying or Revising a Quote
There are two ways to create a quote based on an existing quote:
This task is a step in Process of Creating Quotes.
Related Topics
Using Copy Record to Copy or Revise a Quote
This procedure uses the Copy Record command to copy or revise a quote.
To use Copy Record to copy or revise a quote
Navigate to the Quotes screen, then the List view.
Select a quote record that you want to copy or revise.
Click Menu, and select Copy Record.
The following action occurs:
A new quote number is created for the quote.
All appropriate data is copied to the new record except for the Name, Created, and Quote Number fields.
The quote Number is assigned automatically, the Name remains blank, and the Created date changes to today’s date.
The Revision field has a value of 1; the Price List reflects the selection made on the Quote tab of the Options dialog box and copies all line items.
Related Topics
Using Revise to Copy or Revise a Quote
This procedure uses the Revise button to copy or revise a quote.
To use Revise to copy or revise a quote
Navigate to the Quotes screen, then the List view.
Select a quote record that you want to copy or revise.
Click Revise.
The following action occurs:
All appropriate data is copied to the new record, including the Name and Quote Number fields, excluding the Revision field.
The quote number remains the same.
The number in the Revision field increases.
The previous revision deactivates.
All line items and the price list are copied.
The status is set to the first status value (usually In Progress).
The Date field reflects today’s date.
Related Topics
Allocating Vehicles to a Quote
Use this procedure to allocate a vehicle from dealer inventory in order to reserve the vehicle for a specific customer opportunity.
For a vehicle to be allocated to a quote, the Status field for that vehicle should be Available.
This task is a step in Process of Creating Quotes.
To allocate vehicles to a quote
Navigate to the Quotes screen, then the List view.
Drill down on the Quote # field link for a selected quote record.
Click the Vehicles view tab.
Select the product record upon which the vehicle was based.
Scroll down to the Vehicles list, and create a new record.
Click the select button on the VIN # field.
The Pick Vehicle dialog box displays all vehicles whose product matches the Product field of the line item selected in the Line Items list, that have a Status of Available, and that are in the same organization as that of the user.
Note: Allocating a vehicle to a quote changes the status of the vehicle to Allocated. Deleting a vehicle from a quote changes the status of the vehicle to Available.Select a vehicle and click ok.