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Wisenet

      How To Create a Quote

      Once you have updated your Settings and have added Finance items, you can start creating quotes.

      Required Knowledge: Quotes

      Required LRM Access: Owner, Admin & Sales Admin

      1

      Before you begin

      Make sure you have completed these steps:

      1. Finance Settings: Quotes
      2. Set Up Finance Items

      2

      Create New Quote

      1. Either navigate to LRM > Finance > Quotes or LRM > Sales > Quotes
      2. Click Add Quote (top right)
        • A “New Quote” drawer opens. 

      5. The Quote Date field will default to today’s date. This will show as the “Issue Date” on the Quote.

      • You can change the quote date to a future date, but not a past date.
      • The Quote Expiry date is calculated from the Quote Date field, not the date the quote is sent.

      6. The Quote Expiry Date field is auto-populated. It is calculated from the “Quote Valid Days” field you set up in Quotes Settings.

      • You can manually update it.

      7. Enter a Reference Number

      • Visible to you and the customer.

      3a

      Add Sales Contact

      Select an existing Sales Contact, or:

      1. Click Add Sales Contact
        • Select a Sales Contact Type
        • Enter a First and Last Name
        • Enter other data (optional)
        • Click Save 
      2. In the Sales Contact field, search and add the Sales Contact you have just made.

      3b

      Add Learner or Workplace

      IMPORTANT: Adding a Learner or Workplace is essential to invoice the quote.

      If the Sales Contact is linked to a Learner or Workplace, a new field will appear, called “Learner” or “Workplace”. You can select a linked Learner or Workplace from here.

      NOTES: 

      1. The quote will still be sent to the Sales Contact.
      2. A Learner will not appear on the email or the quote.
      3. A Workplace will appear on the quote. The quote will be addressed to:
        [Workplace]
        [Sales Contact]
      4. The Workplace is shown by the legal name. If you are having trouble viewing the Workplace on the Quotes drawer, ensure the Workplace has a legal name saved.

      4

      Purchase Order Number and Supporting Documentation

      1. Select whether a Purchase Order Number is required
        1. If YES, a customer must enter a purchase order number to accept a quote.
      2. Select whether Supporting Documentation is required
        1. If YES, a customer must upload at least one document to accept a quote.

      5

      Add Line Item(s)

      1. Click Add Line Item
      2. Select your items from the Item dropdown.

      NOTES:

      1. If the Item dropdown is empty, you have not set up Line Items. 
      2. You cannot edit a line item from the Quotes page. 

      6

      Save or Issue

      Save as Draft means the quote:

      • Can be edited anytime
      • Can be deleted

      Issue Quote means:

       

      Next Steps

      Managing Quotes