Orders/Quotes
Graphite Block Quote & Order Processing
The following steps in Zoho CRM are required to request pricing from the LE office for all Graphite Block quotes & orders. 1. Begin a quote in Zoho CRM for the correct Account & Contact as normal. 2. In the Quoted Items Product Name, search and ...
Order/Quote Line Text
Provide Further Details to a Quote/Order
Users have three options to add further information on a quote/order in Zoho CRM. A. Additional Info This feature will allow you to enter text that will appear on the top of your quote when created. It is only to be used for the customers ...
Orders / Quotes in Zoho CRM with Kits
LE has some items that are sold in kits. A kit is multiple items grouped together. This means that the needed part item needs selected and additional part items need to be selected to complete the kit. In LE's system, only the main part number has ...
Clone a Quote
Clone Quote via Browser 1. Find and open the original quote 2. Click the dot dot dot button. 3. Click on Clone 4. Make any needed adjustments 5. Click Save Clone via App 1. Find and open the original quote 2. Click on the dot dot dot 3. Click on ...
Order/Quote for New Account
1. Find and open your contact 2. Trigger a quote as normal 3. Change Account Type to New Account 4. Complete quote/order as normal
Submitting a Sample
Order Header You have an option to send the sample direct to the customer or to yourself. To send to the customer, find and locate the account's contact, and trigger a quote as normal. Then assign the account type to Existing Account. To send to ...
Discounts
Discounts by line item are not possible. If you enter a discount into a product line, it will be erased. Discount can only be applied to the total quote. This is entered in the footer area of the quote.
Change Quote Line Item
Quotes: Completing an edit on an existing quote After a quote has been created you can modify. Access the quote and click edit. You can modify line items, contact names, etc.