- [Instructor] You've learned how to look
at the item master data,
and do some calculations to set potential amounts manually.
You can do this automatically by generating a quote.
I'll update Sara's record here before I begin.
So I'm going to go to the stages,
and I'm going to add another stage.
So add a row, and this one will be quotation.
Again, we have a new percentage
and the weighted amount increases.
If you scroll over, you'll see here document type,
and you'll see that there are several types
of documents that you could add to this,
and we're going to go with the sales quotations,
which is the one on the top.
Next to that's the doc number.
I'll click on here.
And there's no doc number here.
So I'm going to hit the search circle,
and I can see if I can find it.
And we can see all the sales quotation sets out there.
And there's lots of ways to do this.
I'm going to double click on here,
and you can see which ones are available.
Of course it isn't written yet.
So I'm going to go ahead and hit new.
And that comes up with another screen for a sales quotation.
And you can start to see that this is a marketing document,
which I talked about earlier.
Marketing documents have at the top,
a header of basic information, usually customer name,
contact person, and customer reference number,
which is essentially a PO,
if you want to use it for that,
at the moment we don't have a PO yet.
So I'm going to leave that blank.
Business partner currency, if there's a change over here,
we've got a number and notice it says hardware, service,
software, manual, depending on what department we're in.
And we have an 1184 is our sales quote number.
Status is open.
And then we have posting dates, valid until,
and document dates.
So all of this you'll see something similar to this
on every marketing document.
And then on the bottom,
you'll have your items under contents
and then a bunch of stuff like logistics,
accounting, and attachments.
So I can go here to item number.
I'm going to type a Z and it'll show me the items
that I'm looking for.
I'm going for 002, I'll tab over,
my quantity is 20.
And as you see, it's already pulled in my unit price.
And if I hit tab, it'll do
the multiplication of the unit price
against the total.
If you can scroll down here a little bit,
you'll see on the bottom, it's applied the discount.
So we end up with a total of $18,900.
Now, since I need to send this quote,
I'm going to go ahead and save it and add it.
It asks me if I want to update the amount
in the gross profit.
And I'm going to go ahead and say yes,
and you'll notice on our sales quote here,
we have actually updated that.
I want to make sure I got my right dates in here,
by the way, a quick way to get dates and things
is just with the letter A or any letter,
and it'll give you today's date.
All right. So I got that straightened out.
And so we have a perfectly good line here
with the quote on it.
And it says it's located at sales quotation 1184.
Okay?
And we go over here to potential.
We could see it here, and we can also see it over here,
that it's actually computed our gross profit
and our gross profit percentages and totals.
So we have all of that is now in place for this.
I'm going to go ahead and update it and then I'll hit OK,
and let it disappear.
Now, OEC also has the quote for Nova.
So I'll get that quote ready.
This time, I'm going to open the sales quote directly.
Again, there are two places you can do this.
It is found either in the sales A/R,
where you can find it here, or in the CRM.
So you can go over here to CRM module,
sales quote is here as well.
I'm going to just use it from the CRM one,
and here's the same screen we just saw.
It doesn't have the same information from the opportunity,
which it got from a business partner.
I'm going to have to start by typing in my business partner.
So I'll do a C314 again.
It pulls those up, and I'm going to go with
Huli Pizza Company, fills in the data that I need.
Again, you can see all those dates
figured out for you already.
I still don't have a customer reference number yet.
So I can now go down to the item numbers
and I can go down to the item numbers
and start typing my order.
And so I need Z here.
And let's do black tablets,
and I'm going to do quantity here of 25.
And that'll be the one for the St. Louis store.
And I'll hit tab. Now I'm going to duplicate this line.
Sometimes you may want to do this,
and for example, I'm splitting this off
between the Indy store and the St. Louis store.
So I'm going to hit duplicate row.
And now I have a second row for this,
and I can change this to 10.
So I can itemize these out a little bit better.
And then on the last line I need servers,
which I believe was an S,
and there it is, server point 10,000,
and I'm going to need three of those.
And all my numbers are now figured out.
It shows me my discount, and everything looks good.
And I got my quote, $40,527.
All right, now let's add this to the opportunity.
So first of all, I'll hit add over here,
and it's added, and I can hit return again,
or close it up on the X.
Now I'll go back into opportunity,
and let's go find the opportunity.
And we're going to look for the one for Huli Pizza Company,
number 69 here.
So I'll just choose that, go to stages,
and we have a quotation already done.
So we're going to go to document type,
put in the sales quotation,
and this time for the document number,
we'll be able to find it,
so I can hit the circle here,
and we get all of our numbers.
And now I can double click on these numbers and sort them.
So I'm going to double click here,
and then double click again, to sort them descending.
And we have the Carpinteria store,
and we have the Huli Pizza store,
and we're doing the Huli Pizza Company store,
so we'll go to this one here, 1185.
You can also use by the way, the number,
which would sort it in the correct order as well,
and hit choose.
And I'm going to say yes,
and now that's set up and look,
we've got our potential amount, weighted amount,
and percent of 60% here.
We can check the gross profit back over here.
And that's $19,442 and 78 cents.
So it's all setting up correctly now.
And now you've added two quotes to SAP Business One.