Quotations

The quotation process spans from the initial unprinted enquiry through to the printing of the vehicle invoice.

The recognised stages are as defined in the system parameters:

1. Enquiry: A vehicle enquiry is created and saved against a customer record but no documentation is printed.

2. Quotation: An enquiry becomes a quotation when it is printed and given to the customer.

3. Order: A quotation becomes an order when it is signed by the customer.

4. Order Confirmation: The order has previously been printed and signed. The customer has now agreed to purchase the vehicle.

5. Acceptance: The confirmed order is accepted.

6. Invoice: The vehicle is delivered to the customer and by invoicing the vehicle postings are made to the Nominal Ledger, and the Sales ledger if using MKV mode.

To start the quotation process:

1. Select Showroom CRM from the MASTER MENU.

   The Showroom Main Menu is displayed.

2. Select the Quotations option.

   The Showroom Customer Enquiries form is displayed.