Add a quotation to a forecast

You can record a quotation (licence including Profit Order management) or estimate (licence including Profit Projecten) for a forecast.

If you have linked a quotation, you can determine the expected turnover of the forecast on the basis of the quotation (quotation amount x scoring percentage). If you have linked multiple quotations, Profit will use the total of the quotation amounts as the expected amount. If this results in a total amount that is too high, delete any obsolete quotations.

By adding a quotation a new history line is created for the forecast.

Training videos

To add a quotation to a forecast:

1. Go to: CRM / Sales automation / Forecast.
2. Open the properties of the forecast..
3. Go to the tab: Quotation.
4. Click on: New. 
5. Complete the fields.
6. Click on: Finish. 

   You are asked if you want to finalise the order.

7. Click on: Yes. 
8. Specify whether you want to print the quotation.
9. Click on: Cancel.
10. Go to the tab: Status.
11. Select the Calc. expected amt. based on quotations / cost est check box.
12. Click on: OK.