Adding the Product

You can add the product to the quotation in a number of different ways. This section describes how to add the product manually to an already existing quote.

The product is the main equipment being sold as part of this quotation. If it was not added at the time of creating the quotation then it should be added now. The product will create a sales line on the sales order when the quotation is released. If the product is not in stock then a configuration work request will also be triggered. Products create quotation line type zero.

  1. The product can be added from the following tabs:

    • My Quotations > Dashboard

    • My Quotations > Search

    • My Quotations > Approval

    • All Quotations > Search

    • Customer

    From any of these tabs you can select a quotation and double click it to open the quotation detail screen.

  2. From the quotation detail screen, click the New Sales Model button.

    The responsible will default to the current user. This can be changed if, for example, another user will be responsible for the trade-in.

  3. Enter the product number. The serial number is optional if the product number is entered, but usually the serial number may not be allocated until later in the process or quite often, after the order has been placed.
    Note: Item number may also be displayed depending on the settings in 'Settings – Quotation' (CRS732)

    It is however not recommended to use an item number without a pProduct number. Ensure the check box 'Item not used' is checked in CRS732.

  4. The reference order details are display only and will show, for example, a purchase order number.
  5. Optionally add the industry application and Environment codes. These typically describe use of the vehicle such as forestry or mining.
  6. The requested and planned delivery dates will be automatically defaulted from the requested delivery date on the quotation header but may be changed here. These provide a more accurate indicator of when the equipment is likely to be delivered (which could be earlier or later than requested).
  7. Click Next to save the changes and return to the quotation detail screen.