The Client Quotes screen is used to display quotes for a client. The Client Quotes screen also allows brokers to import, convert, and copy quotes.
If users are looking to display quotes for a particular broker, please see the
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| title | Accessing the Client Quotes Screen - Click here to expand... |
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- From the Client menu, select Quotes.
- From the sidebar, select Client then Quotes.
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| title | Importing a Quote - Click here to expand... |
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Quotes can be imported from another client. - Click the Import button. The Search dialog will be displayed.
Enter the search criteria (see Application Search). | Note |
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If the Quote Number is known, enter it into the Application Number field. Quote Numbers are different to Application Numbers and typically start with the letter Q (e.g., Q1, Q235). |
- Highlight a quote from the Search Results list.
- Click the Select button. The quote will be added to the current list of quotations.
- The Application Search dialog will close, and the Calculations dialog will be displayed.
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| title | Converting a Quote - Click here to expand... |
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Quotes can be converted into an application. Once converted, a quote will be removed from the quotations list and a new application will be created with The Finance Shop using the quote details and assigning the next available Application Number. - Select a quote from the Client Quotes list.
- Click the Convert button. A Convert Quote to Application prompt will appear.
- Click the Yes button to convert the quote into an application.
OR
Click the No button to cancel the process.
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TFS will automatically create a Goods Details record type of Motor Vehicle to a converted quotation. Please remember to update these details via the Goods Details screen. |
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| title | Copying a Quote - Click here to expand... |
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Quotes can be copied. Copied quotes allow users to view multiple variations of a possible deal (e.g., repayments over different time periods or repayments with varying residuals). After the quote is copied, the Quick Calculatordialog will be displayed. Surplus quotes can then be deleted. - Select a quote from the Client Quotes list.
- Click the Copy button. The quote is copied. The Quick Calculator dialog will be displayed.
- Modify the current quote details.
- Click the OK button. The copied quote appears in the Client Quotes list.
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