- Up to now we've generated quotes,
and let's assume Sarah and Nova got their quotes.
Sarah gets back to us first and like to spend less.
We have some reconditioned tablets sitting around.
So let's change the quote for that.
Well, I can change my current quote.
I'm going to add another row for a new quote
to keep the record straight.
So I'm going to close up everything here,
and I can go search for a quote here.
And I'm going to put in C314
and find the Carpentaria one,
go to stages,
and I'm going to make another line here.
So I'm going to do Right-Click,
add row.
And it asks me to close the document linked to row,
which is that quote.
And I'm going to go ahead and say yes,
'cause I'm making a new quote again.
Again I want to change my date.
So I'm going to have the right dates.
So I'm going to use the character A here, put it in twice.
So I've got the dates, right.
And we've got sales manager. There's still a quotation.
I can go back over here to here again, to sales quotations,
and we'll do an add a new quotation.
Here we going to add item number.
Everything else is in place already.
So I'm just going to E and there it is secondhand tablets
and we want money.
So we'll put it in the number for 20,
and that's looking a lot better. That's $4,500,
which is a lot less than what we had before.
So I'm going to go ahead and add this to everything.
And I'll say, yes,
you can see our potential weighted amounts are going to be a
lot different as is our gross profit.
Although it's got a higher percentage.
So I'm going to call her back and tell her it's 40 50.
And she likes that number this time. And she'll say,
she'll go with this. So under stages here,
I can go to order.
And so I can do another one of these add row.
I can say yes,
and I can close the sale with an order and then go to the
summery and click one.
And I can now update this record.
It'll ask me if I want to close the related activities.
And I'm going to say yes, here.
If we go back to the stages now,
you notice all the stages are great.
Everyone that got closed was great.
And if you, as noticed, as we did this,
they started to gray out and only the last one was open was
the one that was, was white.
Now, one thing that SAP does not do automatically,
is change a lead to a customer.
So I'm going to have to go back to the business partner here,
and she now becomes a customer.
So I want to change that to a customer this way we can
actually do a sales order.
And I'm going to go ahead and update that as well.
So let's go scoot down here and click update.
And now that is correct.
Now, Nova comes back to OEC and says yes to the order,
but there's a change.
She found out that the indie store got their outdoor dining
license earlier than expected and wants to get those 10
tablets operational as soon as possible,
OEC is to overnight the tablets to Indy,
no need for another quote, just send them separately.
So let's go take a look at that opportunity.
It just happens to be one behind this one.
So I can just hit this back button here for the previous
record. And there it is.
And I know something that didn't get done right
And my quote is missing here, although I put it in.
So there must something which went wrong.
So I'm going to put the sales quotation back in first,
and I can click here and click here.
And I'm going to double click twice on the number there.
And I'm going to go to 1185 for Holley pizza company and
choose that. And I'll say yes, and there,
we've got our correct sales quotation now in place.
And now I'm going to add a note to the general tab,
just to make sure I get everything right.
And I'm going to put in here that the separate order should
go to the indie store.
And now that's that part.
I'm going to go back to stages again,
and I'm going to make another mark in here. So let's go here.
I'm going to add a row.
He asked me if you want to close the document link to row,
I'll go, yes, you notice it goes gray for a closed one.
And again,
I'm going to switch this up and make that today's date.
And now I'm set to go.
I'm not going to do anything else here.
I could put here a sales order and I can put here a sales
order,
but I'm not actually going to set the dock number just yet.
We're going to just leave it at this,
but I am going to update it for the moment.
And now you've built up your opportunities and you've closed
two sales.
It's time to convert those sales into sales orders.