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Client Quotes

Client Quotes

Owned by Matthew Garrett
Last updated: Feb 15, 2019


     

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TFS User Guide - Table of Contents

Documentation Disclaimer



         

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 Quotes Tool


 Opening the Client Quotes Screen - Click here to expand...
  • From the Client menu, select Quotes.
  • From the sidebar, select Client then Quotes.



 Importing a Quote - Click here to expand...

Quotes can be imported from another client.

  1. Click the Import button. The Search dialog will be displayed.

  2. Enter the search criteria (see Application Search).

    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).

  3. Highlight a quote from the Search Results list.
  4. Click the Select button. The quote will be added to the current list of quotations.
  5. The Application Search dialog will close, and the Calculations dialog will be displayed.
 Converting a Quote - Click here to expand...

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.

  1. Select a quote from the Client Quotes list.
  2. Click the Convert button. A Convert Quote to Application prompt will appear.
  3. Click the Yes button to convert the quote into an application.
    OR
    Click the No button to cancel the process.

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.

 Copying a Quote - Click here to expand...

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 Calculator dialog will be displayed. Surplus quotes can then be deleted.

  1. Select a quote from the Client Quotes list.
  2. Click the Copy button. The quote is copied. The Quick Calculator dialog will be displayed.
  3. Modify the current quote details.
  4. Click the OK button. The copied quote appears in the Client Quotes list.