Quotes - Revision history

Dina at 13:36, 8 July 2020

2020-07-08T13:36:31Z

← Older revision		Revision as of 13:36, 8 July 2020
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	=Introduction=		=Introduction=
	Quotes in ~~CommitCRM~~ provide an easy way to define and create sales quotes and proposals for products and services, using your Items list.		Quotes in RangerMSP provide an easy way to define and create sales quotes and proposals for products and services, using your Items list.

	Your Items list can be [[Import_Items\|imported]] from QuickBooks or from other sources such as Excel spreadsheets, text files, and more.		Your Items list can be [[Import_Items\|imported]] from QuickBooks or from other sources such as Excel spreadsheets, text files, and more.

	Customers can view Quotes using the ~~CommitCRM~~ Web Interface, and print out their own copy via the Web. You can also customize Quotes layout to make sure it provides exactly the information you want it to.		Customers can view Quotes using the RangerMSP Web Interface, and print out their own copy via the Web. You can also customize Quotes layout to make sure it provides exactly the information you want it to.

	The Quotes are linked to ~~CommitCRM~~ Accounts, so each Quote is automatically attached to the correct customer, keeping the complete history in the Account’s view.		The Quotes are linked to RangerMSP Accounts, so each Quote is automatically attached to the correct customer, keeping the complete history in the Account’s view.
	<br><br>		<br><br>
	__TOC__		__TOC__
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	Adding new lines is done via the options at the top part of the tab, including: Item, Textual Lines, Blank Line or using quick-add options. See more details in [[Quotes#Add_Item-Based_Lines\|Add Item-Based Lines]].		Adding new lines is done via the options at the top part of the tab, including: Item, Textual Lines, Blank Line or using quick-add options. See more details in [[Quotes#Add_Item-Based_Lines\|Add Item-Based Lines]].

	The Quote total amount appears at the bottom-right corner of the tab. When using ~~CommitCRM~~ Taxes, the total amount shows also the Tax calculation (see [[Quotes#Using Taxes in Quotes\|Using Taxes in Quotes]] for more details).		The Quote total amount appears at the bottom-right corner of the tab. When using RangerMSP Taxes, the total amount shows also the Tax calculation (see [[Quotes#Using Taxes in Quotes\|Using Taxes in Quotes]] for more details).

	On the right part of the list appear control buttons which allow you to move lines up or down in the Quote, and also edit and copy a line (these options are also available when right-clicking a line).		On the right part of the list appear control buttons which allow you to move lines up or down in the Quote, and also edit and copy a line (these options are also available when right-clicking a line).
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	==Using Taxes in Quotes==		==Using Taxes in Quotes==
	Using Taxes in ~~CommitCRM~~ is optional. If no Taxes are defined, the total amounts will be displayed with no Tax calculation.		Using Taxes in RangerMSP is optional. If no Taxes are defined, the total amounts will be displayed with no Tax calculation.

	If you want to include Taxes in your Quotes, you must make sure to define the Tax '''both for the Account and for each Item''' being used in the Quote. Once the taxes are defined properly, these settings automatically affect the Quote items and totals.		If you want to include Taxes in your Quotes, you must make sure to define the Tax '''both for the Account and for each Item''' being used in the Quote. Once the taxes are defined properly, these settings automatically affect the Quote items and totals.
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	# Application Windows, including Quote totals.		# Application Windows, including Quote totals.
	# Printed reports.		# Printed reports.
	# ~~CommitCRM~~ Web Interface		# RangerMSP Web Interface

	<br>'''Refresh Tax Rates'''<br>		<br>'''Refresh Tax Rates'''<br>
	Note that if you update Tax rates in the application, both for the Account or Item Tax settings, you should refresh the Quote to apply the new rates/settings. See [[Quotes#Quotes#Refresh_.26_Recalculate_Taxes\|Refresh & Recalculate Taxes]] for more details.		Note that if you update Tax rates in the application, both for the Account or Item Tax settings, you should refresh the Quote to apply the new rates/settings. See [[Quotes#Quotes#Refresh_.26_Recalculate_Taxes\|Refresh & Recalculate Taxes]] for more details.
	<br><br>		<br><br>
	For complete instructions on how to define and use Taxes in ~~CommitCRM~~, refer to [[Charges#Charging_Using_Taxes\|Charging Using Taxes]].		For complete instructions on how to define and use Taxes in RangerMSP, refer to [[Charges#Charging_Using_Taxes\|Charging Using Taxes]].

	==Add Item-Based Lines==		==Add Item-Based Lines==
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	===Using Hourly-Based Items in Quotes===		===Using Hourly-Based Items in Quotes===
	Items in ~~CommitCRM~~ can have a fixed-price or an hourly-based rate.		Items in RangerMSP can have a fixed-price or an hourly-based rate.

	Adding hourly-based Items to Quotes, will result in hourly-based Charges later on, when converting the Quote to Charges.		Adding hourly-based Items to Quotes, will result in hourly-based Charges later on, when converting the Quote to Charges.
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	==Convert Quote to Ticket==		==Convert Quote to Ticket==
	After a Quote is accepted and set as Won, it can be converted into a Ticket (starting in ~~CommitCRM~~ 6.0). This will also create Charges from the Quote lines and automatically link them to the Ticket.		After a Quote is accepted and set as Won, it can be converted into a Ticket (starting in RangerMSP 6.0). This will also create Charges from the Quote lines and automatically link them to the Ticket.
	Converting a Quote to a Ticket creates the Charges in ~~CommitCRM~~ according to the Contract linked to the Quote (see [[Quotes#Quote Contract\|Quote Contract]]). Then the Ticket is created and all billable Charges are linked to the Ticket.		Converting a Quote to a Ticket creates the Charges in RangerMSP according to the Contract linked to the Quote (see [[Quotes#Quote Contract\|Quote Contract]]). Then the Ticket is created and all billable Charges are linked to the Ticket.

	To convert a Quote into a Ticket:		To convert a Quote into a Ticket:
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	==Convert Quote to Contract==		==Convert Quote to Contract==
	<br>		<br>
	'''''Note - this feature is available from ~~CommitCRM~~ version 6.1 and higher.'''''		'''''Note - this feature is available from RangerMSP version 6.1 and higher.'''''
	<br><br>		<br><br>
	After a Quote is accepted and set as Won, it can be converted into a Contract (starting in ~~CommitCRM~~ 6.1). This action also creates Contract-Price Charges from the Quote lines and automatically links them to the Contract.		After a Quote is accepted and set as Won, it can be converted into a Contract (starting in RangerMSP 6.1). This action also creates Contract-Price Charges from the Quote lines and automatically links them to the Contract.

	The Contract type affects the details taken from the Quote in the following cases:		The Contract type affects the details taken from the Quote in the following cases:
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	After a Quote is accepted and set as Won, it can be converted into billable charges which will be included in a QuickBooks Invoice.		After a Quote is accepted and set as Won, it can be converted into billable charges which will be included in a QuickBooks Invoice.

	Converting a Quote to an Invoice creates the Charges in ~~CommitCRM~~ according to the Contract linked to the Quote (see [[Quotes#Quote_Contract\|Quote Contract]]). Then the Invoice is created in QuickBooks and all billable Charges are marked as Billed automatically.		Converting a Quote to an Invoice creates the Charges in RangerMSP according to the Contract linked to the Quote (see [[Quotes#Quote_Contract\|Quote Contract]]). Then the Invoice is created in QuickBooks and all billable Charges are marked as Billed automatically.

	To convert a Quote into an invoice:		To convert a Quote into an invoice:
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	==Refresh & Recalculate Taxes==		==Refresh & Recalculate Taxes==
	Starting with ~~CommitCRM~~ 6.0, a new option was added to the Quotes allowing to refresh the Quote with new Tax settings and to recalculate the results. New settings may include updated Tax rates or updated Account or Item Tax settings.		Starting with RangerMSP 6.0, a new option was added to the Quotes allowing to refresh the Quote with new Tax settings and to recalculate the results. New settings may include updated Tax rates or updated Account or Item Tax settings.

	The Refresh and Recalculate option goes over '''all''' Item Taxes, Account Taxes and Tax Rates for all Accounts and re-applies them to the Quote.		The Refresh and Recalculate option goes over '''all''' Item Taxes, Account Taxes and Tax Rates for all Accounts and re-applies them to the Quote.
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	=Quotes Web Access=		=Quotes Web Access=
	In addition to managing Quotes using the ~~CommitCRM~~ client software, the ~~CommitCRM~~ Web Interface provides Web access to Quotes.		In addition to managing Quotes using the RangerMSP client software, the RangerMSP Web Interface provides Web access to Quotes.

	* '''Technicians Access'''<br>Technicians at customer sites can easily view Quote details, including the Quote lines, Audit, Status and other properties.		* '''Technicians Access'''<br>Technicians at customer sites can easily view Quote details, including the Quote lines, Audit, Status and other properties.

	Using the Employee Web Interface, technicians can edit Quote Lines and update the Quote Status and Properties. More advanced options (e.g. Editing Quote lines or converting a Quote into Charges, Ticket or Invoice) are available only via the ~~CommitCRM~~ client.		Using the Employee Web Interface, technicians can edit Quote Lines and update the Quote Status and Properties. More advanced options (e.g. Editing Quote lines or converting a Quote into Charges, Ticket or Invoice) are available only via the RangerMSP client.

	* '''Customer Access'''<br>Customers with web access can optionally have access to their Quotes online. (Note that you can select not to show Quotes to customers.) See more details in [[Quotes#Customer Access to Quotes\|Customer Access to Quotes]].		* '''Customer Access'''<br>Customers with web access can optionally have access to their Quotes online. (Note that you can select not to show Quotes to customers.) See more details in [[Quotes#Customer Access to Quotes\|Customer Access to Quotes]].

Dina: /* Working with Quotes */

2016-01-12T09:33:29Z

Working with Quotes

← Older revision		Revision as of 09:33, 12 January 2016
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	=Working with Quotes=		=Working with Quotes=
	==Create New Quote==		==Create New Quote==
			New Quotes can be added from the Account, Ticket, Asset, Contract or Opportunity windows using Quotes tab.

	To create a new Quote:		To create a new Quote:

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	# Click ''New'' at the toolbar.		# Click ''New'' at the toolbar.
	# Add the Quote lines in the Lines tab - see [[Quotes#Add Item-Based Lines\|Add Item-Based Lines]] and [[Quotes#Add Textual and Blank Lines\|Add Textual and Blank Lines]] for more details.		# Add the Quote lines in the Lines tab - see [[Quotes#Add Item-Based Lines\|Add Item-Based Lines]] and [[Quotes#Add Textual and Blank Lines\|Add Textual and Blank Lines]] for more details.
	# Click the General tab and choose the Account which is linked to the Quote. See more details in [[Quotes#General Tab\|General Tab > Account Details]]. <br>''Note: It is possible to start the new quote creation process from the Account window, via the Quotes tab, and this will automatically fill-in the Account details in the Quote''.		# Click the General tab and choose the Account which is linked to the Quote. See more details in [[Quotes#General Tab\|General Tab > Account Details]]. <br>''Note: It is possible to start the new quote creation process from the Account,Ticket, Asset, Contract or Opportunity window, via the Quotes tab, and this will automatically fill-in the Account details in the Quote''.
	# If needed - add Ship to address or load it from any existing Account		# If needed - add Ship to address or load it from any existing Account
	# Choose a Contract in case it is required - see more details in [[Quotes#General Tab\|General Tab > Contract]].		# Choose a Contract in case it is required - see more details in [[Quotes#General Tab\|General Tab > Contract]].
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	* In the Properties, you can add more internal details about the Quote - see [[Quotes#Properties_Tab\|Properties Tab]].		* In the Properties, you can add more internal details about the Quote - see [[Quotes#Properties_Tab\|Properties Tab]].
	<br>		<br>

			==Link Quote to existing Ticket/Asset/Contract/Opportunity==

			A Quote can be linked to existing Ticket/Asset/Contract/Opportunity of the '''same''' Account using an arrow at the top right side of the Quote details Window.
			The Quote then will be listed under the selected record.

			[[File:Quotes_link_quote_to_ticket_asset_contract_opportunity.png\|center]]

	==Using Taxes in Quotes==		==Using Taxes in Quotes==

Dina: /* Converting Won Quotes */

2016-01-07T09:13:24Z

Converting Won Quotes

← Older revision		Revision as of 09:13, 7 January 2016
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	Quotes can be converted to:		Quotes can be converted to:

	* '''Charges'''<br>This option will create a Charge for each Item line in the Quote, and will mark it as billable or not depending on whether the Quote is linked to a Contract or not (see [[Quotes#~~Quote_Contract~~\|Quote ~~Contract~~]]).		* '''Charges'''<br>This option will create a Charge for each Item line in the Quote, and will mark it as billable or not depending on whether the Quote is linked to a Contract or not (see [[Quotes#Convert Quote Lines to Charges\|Convert Quote Lines to Charges]]).
	* '''Ticket''' <br>This option will create a Ticket based on the Quote details, and Charges that are automatically linked to the Ticket, based on the Quote lines. See [[Quotes#Convert Quote to Ticket\|Convert Quote to Ticket]].		* '''Ticket''' <br>This option will create a Ticket based on the Quote details, and Charges that are automatically linked to the Ticket, based on the Quote lines. See [[Quotes#Convert Quote to Ticket\|Convert Quote to Ticket]].
	* '''Contract''' <br>This option will create a Contract based on the Quote details. All Quote Lines will be automatically converted into Contract-Price Charges, and linked to the Contract. See [[Quotes#Convert Quote to Contract\|Convert Quote to Contract]].		* '''Contract''' <br>This option will create a Contract based on the Quote details. All Quote Lines will be automatically converted into Contract-Price Charges, and linked to the Contract. See [[Quotes#Convert Quote to Contract\|Convert Quote to Contract]].

Robert: /* General Tab */

2014-08-13T10:23:34Z

General Tab

← Older revision		Revision as of 10:23, 13 August 2014
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	\| class="MainPageBG" style="width:50%; border:1px solid #FFCB99; background:#ffffff; vertical-align:top; color:#000;" \|		\| class="MainPageBG" style="width:50%; border:1px solid #FFCB99; background:#ffffff; vertical-align:top; color:#000;" \|
	{\| id="mp-left" cellpadding="2" cellspacing="5" style="width:100%; vertical-align:top; background:#ffffff;"		{\| id="mp-left" cellpadding="2" cellspacing="5" style="width:100%; vertical-align:top; background:#ffffff;"
	! <h2 id="mp-tfa-h2" style="margin:0; background:#fff3e1; font-size:120%; font-weight:bold; border:1px solid #FFCB99; text-align:left; color:#000; padding:0.2em 0.4em;">Tip		! <h2 id="mp-tfa-h2" style="margin:0; background:#fff3e1; font-size:120%; font-weight:bold; border:1px solid #FFCB99; text-align:left; color:#000; padding:0.2em 0.4em;">Tip</h2>
	\|-		\|-
	\| style="color:#000;" \| <div id="mp-tfa">One-time customers:<br>		\| style="color:#000;" \| <div id="mp-tfa">One-time customers:<br>

Robert: /* Add Item-Based Lines */

2013-12-08T11:09:00Z

Add Item-Based Lines

← Older revision		Revision as of 11:09, 8 December 2013
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	==Add Item-Based Lines==		==Add Item-Based Lines==
	Use the Lines tab in the Quote window to add item-based lines to the Quote. The Items must already have been [[Items#Setting_Up_Items\|setup]] in the application.		Use the Lines tab in the Quote window to add item-based lines to the Quote. The Items must already have been [[Items#Setting_Up_Items\|setup]] in the application before they can be used in Quotes.

	The top part of the tab is where you add Items to the quote using the ''Add Item'' or the ''Quick Add Items'' options.		The top part of the tab is where you add Items to the quote using the ''Add Item'' or the ''Quick Add Items'' options.

Robert: /* Add Item-Based Lines */

2013-12-08T11:08:24Z

Add Item-Based Lines

← Older revision		Revision as of 11:08, 8 December 2013
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	==Add Item-Based Lines==		==Add Item-Based Lines==
	Use the Lines tab in the Quote window to add item-based lines to the Quote.		Use the Lines tab in the Quote window to add item-based lines to the Quote. The Items must already have been [[Items#Setting_Up_Items\|setup]] in the application.

	The top part of the tab is where you add Items to the quote using the ''Add Item'' or the ''Quick Add Items'' options.		The top part of the tab is where you add Items to the quote using the ''Add Item'' or the ''Quick Add Items'' options.

Robert: /* Convert Quote to Contract */

2013-12-08T10:58:37Z

Convert Quote to Contract

← Older revision		Revision as of 10:58, 8 December 2013
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	* For '''Block of Money''' Contracts, The Quote total, before taxes, becomes the Contract’s initial block of money amount. See more details below.		* For '''Block of Money''' Contracts, The Quote total, before taxes, becomes the Contract’s initial block of money amount. See more details below.

	To convert a Quote into a ~~Ticket~~:		To convert a Quote into a Contract:
	# Set the Quote as Won using the statuses bar at the top.		# Set the Quote as Won using the statuses bar at the top.
	# Once the Quote is Won, the Convert To menu becomes active. Choose Convert To > Contract...<br>[[File:Quote_convert_to_contract_step1.png]]		# Once the Quote is Won, the Convert To menu becomes active. Choose Convert To > Contract...<br>[[File:Quote_convert_to_contract_step1.png]]
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	### When selecting '''Block of Money''', the Quote total, before taxes, becomes the Contract’s initial block of money amount. This default amount can be modified at this step or later on.		### When selecting '''Block of Money''', the Quote total, before taxes, becomes the Contract’s initial block of money amount. This default amount can be modified at this step or later on.
	# Click Next to move on to the next step. <br>[[File:Quote_convert_to_contract_step2.png]]		# Click Next to move on to the next step. <br>[[File:Quote_convert_to_contract_step2.png]]
	#In the Convert Quote Lines into Contract-Price Charges step that opens you should set details which will be used for each of the Contract-Price Charges that will be created:		#In the Convert Quote Lines into Contract-Price Charges step that opens, you should set details which will be used for each of the Contract-Price Charges that will be created:
	## '''Account and Contact''' - the Contact that will be assigned to all Contract-Price Charges.		## '''Account and Contact''' - the Contact that will be assigned to all Contract-Price Charges.
	## '''Date''' - the Date that will be used in the Contract-Price Charge.		## '''Date''' - the Date that will be used in the Contract-Price Charge.

Robert: /* Properties Tab */

2013-12-08T08:54:19Z

Properties Tab

← Older revision		Revision as of 08:54, 8 December 2013
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	* '''Custom Fields'''<br>Field1-Field3 are optional [[Field_Customization\|custom fields]] which can be renamed to be used for your own needs.		* '''Custom Fields'''<br>Field1-Field3 are optional [[Field_Customization\|custom fields]] which can be renamed to be used for your own needs.
	* '''Public flag'''<br>The Public flag determines whether a Quote is accessible to customers (who have the appropriate privileges) via the Customers Web Interface. By default, a Quote is not Public unless explicitly set as Public.		* '''Public flag'''<br>The Public flag determines whether a Quote is accessible to customers (who have the appropriate privileges) via the Customers Web Interface. By default, a Quote is not Public unless explicitly set as Public.
	** '''Quote downloadable format'''<br>Customer users who access the Quote via the Web Interface can print out the Quote. By default, the format which will be printed is determined from Tools > Options > Quotes and refers to all Quotes. Using this option in the Quote will override the default report format and will determine which specific format will be printed for this Quote by the customer.		* '''Quote downloadable format'''<br>Customer users who access the Quote via the Web Interface can print out the Quote. By default, the format which will be printed is determined from Tools > Options > Quotes and refers to all Quotes. Using this option in the Quote will override the default report format and will determine which specific format will be printed for this Quote by the customer.
	* Notes (Internal)<br>In the notes field you can keep internal notes regarding this Quote.		* '''Notes (Internal)'''<br>In the notes field you can keep internal notes regarding this Quote.
	<br><br>		<br><br>

Robert: /* Status Accepted by Web */

2013-12-08T08:51:04Z

Status Accepted by Web

← Older revision		Revision as of 08:51, 8 December 2013
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	At this status, technicians can change the Quote status to Won, and convert it to Charges, Ticket or Invoice.		At this status, technicians can change the Quote status to Won, and convert it to Charges, Ticket or Invoice.

	Should one need to update any of the Quote details at this point, technicians can change the Quote back to Open, clearing the “Accepted by Web” status. All of the status changes are logged ~~int he~~ Quote Audit tab for full tracking of it’s life-cycle.		Should one need to update any of the Quote details at this point, technicians can change the Quote back to Open, clearing the “Accepted by Web” status. All of the status changes are logged in the Quote Audit tab for full tracking of it’s life-cycle.

	===Status Won===		===Status Won===

Robert: /* Customer Privileges */

2013-09-01T13:37:36Z

Customer Privileges

← Older revision		Revision as of 13:37, 1 September 2013
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	To allow customers to access and accept Quotes use the following privilege from File > Users and Privileges > Customer Privileges - for Web User:		To allow customers to access and accept Quotes use the following privilege from File > Users and Privileges > Customer Privileges - for Web User:

	* '''View Quotes'''<br>Allows the user to view ~~thePublic~~ Quotes linked to their Account.		* '''View Quotes'''<br>Allows the user to view the Public Quotes linked to their Account.
	* '''Accept Quotes'''<br>Allows the user to accept a Quote if it was not accepted or Won yet. This Privilege requires the View Quotes privilege to be selected as well.		* '''Accept Quotes'''<br>Allows the user to accept a Quote if it was not accepted or Won yet. This Privilege requires the View Quotes privilege to be selected as well.