Quotation Processing with CRM Mobile
Sales
Purpose
Using this business process, you can give the business partner a confirmation to deliver a specific quantity of products at a specific time and for a specific price.
Prerequisites
In Mobile System Maintenance (MSY), you have assigned the layout that must be used in Mobile Sales to generate the quotation document.
For more
information, see
Document
Generation.
Process Flow
1. Create quotation
You decide to provide the customer with a quotation, and create a quotation in Mobile Sales. You create items for the quotation. You can also offer the customer product proposals.
2. Configure products
You can configure products for each quotation item.
3. Determine and maintain conditions
You maintain the conditions, and the system determines the prices and values of individual items.
4. Generate quotation document
You generate the quotation document, print it, and provide a copy to your business partner.
The system generates the quotation document in Microsoft Word format as an attachment to the quotation, in a layout that you choose.
5. Submit quotation
You submit the quotation so that it is replicated in CRM Enterprise.
With the daily closing function, you can view all sales transactions that are not submitted, and choose to either submit all of them or selected transactions to the consolidated database (CDB).
6. Synchronize data
You synchronize data between Mobile Sales and CRM Enterprise.
7. System replicates data