How to Create Quote
K-B

Khollen - BraveSecurity.com.au

Created Apr 21, 2023

How to Create Quote

55
    t

Simprosuite

29 Steps
1

Go to theftprevention.simprosuite.com

2

First, find out if there's still no quote created for it. Click on Customers

First, find out if there's still no quote created for it. Click on Customers
3

Type the customer

Type the customer
4

Click on correct customer and go in

Click on correct customer and go in
5

Click on History

Click on History
6

Click on Quotes

Click on Quotes
7

If no quote created yet, create a quote. Click on CANCEL

If no quote created yet, create a quote. Click on CANCEL
8

Click on Quotes

Click on Quotes
9

Click on Project Quote

Click on  Project Quote
10

Type the customer name

Type the customer name
11

Select the correct customer

Select the correct customer
12

Select the correct site

Select the correct site
13

Type the correct Quote Name

If there's a quote order #, you should put it before the name.

Type the correct Quote Name
14

Click on orderNo

Click on orderNo
15

Paste Quote Name

Paste Quote Name
16

Due date should be 5 working days since the quote req date

Due date should be 5 working days since the quote req date
17

Click on NEXT

Click on NEXT
18

Add sections. For this quote req, they want a CCTV and Alarm System. Type "CCTV System"

Add sections. For this quote req, they want a CCTV and Alarm System. Type "CCTV System"
19

Click on ADD

Click on ADD
20

Click on Cost Centre so you add it to the correct Cost Centre

Click on Cost Centre so you add it to the correct Cost Centre
21

Click on CCTV

Click on CCTV
22

Click on ADD

Click on ADD
23

Type "Alarm Monitoring System"

Type "Alarm Monitoring System"
24

Click on ADD

Click on ADD
25

Click on Cost Centre so you add it to the correct Cost Centre

Click on Cost Centre so you add it to the correct Cost Centre
26

Click on Alarm Monitoring

Click on Alarm Monitoring
27

Click on ADD

Click on ADD
28

Click on Details

Click on Details
29

Click on Info

Click on Info
    m

Google

2 Steps
30

Go back to the email

31

Copy body of email text

    t

Simprosuite

3 Steps
32

Go back to Simpro

33

Paste body of the email to Notes

Paste body of the email to Notes
34

Click on SAVE AND FINISH

Click on SAVE AND FINISH
Well done!
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