A quote can be created based on a vehicle you currently have in your stock list, or on a unit you do not currently have. The quote is then either converted into a sale, expires, or is deleted.
The quote screen is made up of two sections: The top half is where you will enter all required information, and the bottom half will automatically calculate the total, based on what data is entered.
- Under the Stock/Sales tab, click Add Quote.
- The Salesperson and Date field should be automatically entered. Enter the Customer Name, or if they are not already in your system, click Add.
- Click Vehicle Details to open the vehicle screen. Here you can either click the 3 dots in the Stock field to open your current stock list, or enter in details if it is a vehicle you do not currently own.
- Enter the Quote Price (this should be just the price of the unit alone).
- Stamp Duty and Purpose of Use field should auto fill based on the stock unit, but you can change if required from the drop down.
From here you can save the quote, however there are more tabs in this screen you may want to include.
Quote Extras - These are any additional items included in the deal.
Trade In - Here you can enter details of a trade in the customer might have.
Finance - This tab is used in the event of the customer receiving finance for the deal.
Notes - Any notes added here will display on the customers invoice.
To convert the quote into a sale, Edit the quote from the Quote List, and click Make Sale.
Related Articles
Navigating the quote list screen
How to allocate a stock number to a quote vehicle
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article