DefineTheBox is a method of workflows using Microsoft Dynamics focused on data for your customers’
Configure Price Quote is the entry point to Consider the Business Expenses, Cost, Delivery Times, Time to value, Margins, Profit and Loss requirements for Operation
The Target Audience:
Business Owner Operators, Sales Teams, Order Takers, and Resource Planners to meet User Requirements from Customer and address Risks in Quality that could affect your reputation.
Prerequisites: To Complete a Quote there are prerequisites, you will need a Price List for the Customer you are quoting and Products on the Price List
Terms to Learn: Product, Cost, List Price, Price List, Document Generation, Quote, Pricing Method such as Percentage Margin from Cost, Percentage Markup from Cost, and Percentage of List
Configure Price Quote
Configure Price Quote
Map Customer Assets and Requirements scope to quote
Risk Management
Define Risks, Corrective and Preventative Actions, and the processes that assure Quality
Asset Tracking
Generate updated Documentation
Manage Quotes Down to Every Contact
After Adding the Quote Name to the Contact Start Adding Products to the Quote
The Quote should become a Purchase Order
Add Products, map the Products down to the Customer’s Asset, and the Serial Number of the Product used to server the customers’ needs
The Serialized Product can be tracked through Return Material Authorizations from Product Warrantee to serving your customer
If a new product is part of the quote it will require creating a Product and adding the Product to a Price List
Activate the Quote to Lock the Pricing of the Quote, once the Quote pricing is locked it can be turned into an Order
Create an Order from the Activated Quote
See Layer1Holdings.com/Orders or the DefineTheBox.com to access the app published in Microsoft App Store.
