First, find out if there's still no quote created for it. Click on Customers
3
Type the customer
4
Click on correct customer and go in
5
Click on History
6
Click on Quotes
7
If no quote created yet, create a quote. Click on CANCEL
8
Click on Quotes
9
Click on Project Quote
10
Type the customer name
11
Select the correct customer
12
Select the correct site
13
Type the correct Quote Name
If there's a quote order #, you should put it before the name.
14
Click on orderNo
15
Paste Quote Name
16
Due date should be 5 working days since the quote req date
17
Click on NEXT
18
Add sections. For this quote req, they want a CCTV and Alarm System. Type "CCTV System"
19
Click on ADD
20
Click on Cost Centre so you add it to the correct Cost Centre
21
Click on CCTV
22
Click on ADD
23
Type "Alarm Monitoring System"
24
Click on ADD
25
Click on Cost Centre so you add it to the correct Cost Centre
26
Click on Alarm Monitoring
27
Click on ADD
28
Click on Details
29
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
34
Click on SAVE AND FINISH
Well done!
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