An existing customer Jaxon Price is looking for a quote on a unit that the dealership doesn't have in stock.

Our customer is also looking to add proposed options to the quote and a trade in.

Remember that at the moment our customer is not committing to anything but is only after a price.

  1. From the Blackpurl Header - Click User-added image
User-added image
  1. To select a customer, click on  User-added image to open up the Select Customer section for your search options:   
User-added image
  1. The Select an existing customer functionality will allow you to search by keywords ie surname / first name / mobile number / email address.
As you start typing your search keyword, the system will start listing the search results that match. Then click on your selection.

In our example our customer is Jaxon Price (existing customer) and we start the customer search using his surname as the keyword.  Click on your selected customer.

            User-added image

  1. After selecting your customer, select what type of Customer Order:
For our example we would select SELL A UNIT and a new UNIT DEAL section will automatically added to the Customer Order.

User-added image
  1. As our customer is only wanting a quotation at this stage, make sure the Quote toggle - Set as a quote - is changed to green.
User-added image
  1. It is time to add our Temporary Unit (remember we do not have this unit in stock).
Click on User-added image and complete what UNIT your customer is looking for a quote on.User-added image

Click on User-added image once you have completed the details and the system will populate the Temporary Unit Details in the Unit Deal.
  1. Now it is time to add in pricing. Click on for the Edit Pricing Details window to load.

User-added image

  1. In the Edit Pricing Details window add your Base unit price and click on User-added image
User-added image
  1. Add any proposed Options & Fees that are being quoted with the unit by clicking in Scan and search to add items field and searching for them.  
For example our customer may be looking to add another type of muffler to the unit and want the dealership to do the install at the time of purchasing the unit.
In that instance you would search for the relevant muffler (ensuring we make sure the Install toggle is green) and also add a labour line for install.

User-added image

** The system will advise the availability of stock at the time of processing this quotation BUT will not commit the stock to this quotation.

Repeat this step for each part / fee / labour that is getting quoted with the unit until all the items that you are quoting on are listing in the Options & Fees section.
  1. If customer is looking for a quote for another unit, click User-added imagein the Deal actions section.
This will add a Unit 2 section - Go to Step 6 to complete details for the 2nd unit.

User-added image

  1. If customer is looking for the quote to include a trade in, Click in the Deal actions section.
User-added image

The system will list any Customer Owned Units that have been recorded on the Customer record for selection or you can add another Customer Owned Unit then click on

Complete the Trade In section ie Agreed Value etc.

If they are looking to trade in more than 1 trade, Repeat this step for each trade in unit you need to add to the Unit Deal
  1. In the Checkout section see the status of the Deal (QUOTE) and how much the Deal has been calculated for all units, all parts, labour and fees as well as it takes into consideration any trade ins. 
User-added image

Click on  to print an Offer to Purchase document if the customer requires a copy of the Quote.

An important point to remember is that at the moment the deal is just a quote, there is no commitment to buy and it is just a temporary unit!

 If customer now wishes to accept your quotation, please review our article - How to Process a Unit Deal Quotation for a Temporary Unit into a Sale