Managing Quotes

Knowledge Base > Quotes > Managing Quotes

in Quotes

Orgo is designed to allow reps to manage and view quotes on location with a dealer.

To view/manage a quote:

Clients> Dealer> Select Dealer> Quotes> Select quote

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Managing a quote allows you to select the customer who was awarded the quote.

You can flag each customer on the quote as awarded or lost. Flagging a customer as lost will not change any other customers, however once you flag a customer as awarded, all other automatically flag as lost.

 

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You can also flag the winning factory for the quote and even reconcile the line items from the quote screen.

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You can also view and manage alternate factories for the line item, set which one is primary and their equals.

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Also on each line item, you can edit the negotiated discount.  Enter the discount in the line and click the calculator to display the new quote price.

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