Xcitium Platform

• Introduction To CRM
  • Login To CRM
• The CRM Admin Console
  • View And Manage The Home Console
  • Configure Your Preferences
  • Use Search Option And Filter Option In CRM
• Marketing And Sales
  • Manage Marketing Campaigns
    • Add Campaign Records
    • Track Campaigns
    • Associate Records From Other Modules To A Campaign
    • Mass Management Of Campaigns
  • Leads
    • Create New Leads
    • Manage Leads
    • Associate Other Records With A Lead
    • Mass Management Of Leads
  • Organizations
    • Add A New Organization
    • Manage Organizations
    • Associate Records From Other Modules To An Organization
    • Mass Management Of Organizations
  • Contacts
    • Add A New Contact
    • Manage Contacts
    • Associate Records From Other Modules To A Contact
    • Mass Management Of Contacts
  • Opportunities
    • Add An Opportunity
    • Manage Opportunities
    • Associate Other Records With An Opportunity
    • Mass Management Of Opportunities
  • Quotes
    • Create Quotes
    • Manage Quotes
    • Associate Records From Other Modules To A Quote
    • Mass Management Of Quotes
  • Invoices
    • Create An Invoice
    • Manage Invoices
    • Associate Asset Records To An Invoice
    • Mass Management Of Invoices
  • Sales Orders
    • Add A Sales Order
    • Manage Sales Orders
    • Associate Records From Other Modules To A Sales Order
    • Mass Management Of Sales Orders
  • Import And Export Records
  • Emails
• Inventory
  • Assets
    • Create An Asset Record
    • Manage Assets
    • Mass Management Of Assets
  • Products
    • Add A Product
    • Manage Products
    • Associate Records From Other Modules To A Products
    • Mass Management Of Products
  • Services
    • Add Services
    • Manage Services
    • Associate Records From Other Modules To Service
    • Mass Management Of Services
  • Price Books
    • Add Price Books
    • Manage Price Books
    • Mass Management Of Price Books
  • Vendors
    • Add A Vendor
    • Manage Vendors
    • Associate Records From Other Modules To Vendors
    • Mass Management Of Vendors
  • Purchase Orders
    • Add A Purchase Order
    • Manage Purchase Orders
• Tools
  • Email Templates
  • Add Website Bookmarks
  • View And Manage Calendars
    • Manage Shared Calendar
    • Update And Manage Calendar Entries
    • Manage Calendar Settings
  • Recycle Bin
• Analytics
  • Generate A Report
  • Manage Reports
• Configure CRM Settings
  • Configure The Picklist Editor
  • Manage Company Details
  • Configure Miscellaneous Settings
    • Outgoing Email Server Settings
    • Edit Terms And Conditions
    • Manage Currencies
    • Manage Tax Calculations
• Custom Views
• About Comodo Security Solutions

Associate Records from other Modules to a Quote

You can associate sales orders and activities to quote. On agreement of a quote, the staff member can generate a sales order / invoice to keep track of further stages of the deal.

Two ways to associate a quote with other modules:

1. Create a quote from modules like 'Products', 'Services', 'Organizations', 'Contacts' and 'Opportunities' and these quotes created will be listed in 'Quotes List' interface of the quote module.

2. You can map any one of the other modules like 'Organization', 'Opportunity', 'Contacts' and 'Products or Services' by selecting their respective names selected in their fields while creating a quote from the 'Quotes List' interface.

Please note that a 'Product' or a 'Service' module will always be associated to a quote by default as a 'Quote' is created for a product sold.

Create a quote from other modules

The example below describes how to view and manage the 'Quotes' records associated with an organization record. A similar process can be followed to associate other module types.

• Click 'All' > 'Organization'

• Click on an organization record in the list then click 'Quotes' on the right

• Click the '+ Add Quote' button.

Note: If you have added quotes to this organization earlier, then it will be listed in this interface.

• Enter the 'Subject' and 'Product' fields (Other mandatory fields will be populated) and click 'Save'

The quote record will be added to the 'Quotes' interface associated with the organization record.

Generate a Sales record from a quote

To view, add and manage associated records:

• Click 'All' > 'Quote'

• Click any quote to open its detail page

The menu on the right shows modules that can be associated with a quote. Click on the 'Sales Order' links to view quote records that have already been associated with a sales order.

You can associate following options with quotes:

• Quote Details – View existing summary information of the quote data, activities, updates and sales order details

• Updates - View the modifications done on the quote record

• Sales Order - Create a new sales order and associate with the quote record

• Activities - Schedule meetings, calls and To-dos on the quote record

There are two ways to generate a sales order from a quote:

• From the 'Quotes' interface:

• Click 'All' > 'Quotes' to open the quotes interface

• Open a quote then click the 'Sales Order' link on the right.

• Click 'More' > 'Generate Sales Order'. Click 'Save' when you have completed the form.

• The new sales order will be associated with the quote.

• From the 'Sales Order Interface':

• Click 'All' > 'Sales Order' to open the sales order interface

• Click 'Add Sales Order' OR open an existing sales order and click 'Edit'

• Use the 'Quote Name' field in the new/edit quote interface to select an existing sales order

The following sections explain these methods in greater detail:

Associate a sales order record to a quote record from the 'Quotes' module:

• Click 'All' > 'Quotes' (under 'Marketing and Sales') to open the 'Quote List' interface

• Select a quote record > Click 'More' and then choose 'Generate Sales Order'

Please note that deleting this list will dissociate the sales order record from the quotes module but this record will remain in the 'Sales Order List' interface of the sales order module. See 'Manage Associated Sales Order' to know how to delete an associated sales order record. In the same way you can associate a sales order record to a quote record from the 'Sales Order' module.

 

Manage Associated Sales Orders

You can view full details of a contact, edit a contact or dissociate a sales order from the associated sales order list.

• Mouse over a contact record to view the options at the far right end of the row

• Click the respective icon for the action you want to execute on the sales order.

	-	Opens the sales order details interface of the respective sales order record. See Add a Sales Order for more details.
	-	Allows you to edit the contact details. See  Add a Sales Order for more details.
	-	Removes the sales order record from the list of sales orders associated with the quote record.