Quote Module Documentation

USEFUL DOCUMENTS

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Overview

The Quote module in FowCRM is designed to manage and generate quotes for customers efficiently. It allows users to create, update, and track the status of quotes throughout the sales process.

Module Features and Functions

Field List

fieldName	displayName	fieldType	queryTypes	isFilter	isDefaultColumn	isOrderable	isCurrencyField	isArray	isFormField
Id	Id	Guid	[ Equal, NotEqual ]	true	false	false	false	false	false
UniqueNumber	UniqueNumber	String	[ Equal, NotEqual, IsNull, IsNotNull, StartsWith, EndsWith, Contains, NotContains ]	true	false	true	false	false	false
Title	QuoteName	String	[ Equal, NotEqual, IsNull, IsNotNull, StartsWith, EndsWith, Contains, NotContains ]	true	true	true	false	false	true
TotalSalesPrice	TotalSalesPrice	Decimal	[ Equal, GreaterThan, GreaterThanOrEqual, LessThan, LessThanOrEqual ]	true	true	true	true	false	true
AccountId	Account	Guid	[ NotEqual, Equal ]	true	true	false	false	false	true
ContactId	Contact	Guid	[ Equal, NotEqual ]	true	true	false	false	false	true
OpportunityId	Opportunity	Guid	[ Equal, NotEqual ]	true	true	false	false	false	true
QuoteItem.QuoteItemId	Items	Guid	[ Equal, NotEqual ]	false	true	false	false	false	false
DiscountAmount	DiscountAmount	Decimal	[ Equal, GreaterThan, GreaterThanOrEqual, LessThan, LessThanOrEqual ]	true	true	true	true	false	true
DiscountPercent	DiscountRatio	Double	[ Equal, GreaterThan, GreaterThanOrEqual, LessThan, LessThanOrEqual ]	true	true	true	false	false	true
OwnerId	Owner	Long	[ Equal, NotEqual ]	true	true	false	false	false	false
CreationTime	CreationTime	Date	[ Equal, GreaterThan, GreaterThanOrEqual, LessThan, LessThanOrEqual ]	true	true	true	false	false	false
LastModificationTime	LastModificationTime	Date	[ Equal, GreaterThan, GreaterThanOrEqual, LessThan, LessThanOrEqual ]	true	true	true	false	false	false
OwnerGroupId	OwnerGroup	Guid	[ Contains, Equal ]	true	false	false	false	false	false
Date	Date	Date	[ Equal, GreaterThan, GreaterThanOrEqual, LessThan, LessThanOrEqual ]	true	false	true	false	false	true
ExpireDate	ExpireDate	Date	[ Equal, GreaterThan, GreaterThanOrEqual, LessThan, LessThanOrEqual ]	true	false	true	false	false	true
Version	Version	Integer	[ Equal, GreaterThan, GreaterThanOrEqual, LessThan, LessThanOrEqual ]	true	false	true	false	false	false
QuoteLabels.LabelId	Labels	Guid	[ Equal, NotEqual ]	true	false	false	false	true	false
FinalPrice	FinalAmount	Decimal	[ Equal, GreaterThan, GreaterThanOrEqual, LessThan, LessThanOrEqual ]	true	false	true	true	false	true
ProductCount	ProductCount	Integer	[ Equal, NotEqual ]	false	false	false	false	false	true
TextTemplateId	Template	Guid	[ Equal, NotEqual ]	false	false	false	false	false	true
PriceListId	PriceList	Guid	[ Equal, NotEqual ]	true	false	false	false	false	true
Description	Description	String	[ Equal, NotEqual, IsNull, IsNotNull, StartsWith, EndsWith, Contains, NotContains ]	true	false	true	false	false	true
IntegrationId	Integration	String	[ Equal, NotEqual, IsNull, IsNotNull, StartsWith, EndsWith, Contains, NotContains ]	true	false	false	false	false	false
CreatorUserId	CreationUser	Long	[ Equal, NotEqual ]	true	false	false	false	false	false
LastModifierUserId	LastModificationUser	Long	[ Equal, NotEqual ]	true	false	false	false	false	false
CurrencyId	Currency	Guid	[ Equal, NotEqual ]	true	false	false	false	false	true
ExchangeRate	ExchangeRate	Double	[ Equal, GreaterThan, GreaterThanOrEqual, LessThan, LessThanOrEqual, NotEqual ]	true	false	true	false	false	false
IsFixed	IsFixed	Boolean	[ Equal, NotEqual ]	true	false	false	false	false	false
PeriodId	Period	Guid	[ NotEqual, Equal ]	true	false	false	false	false	false
StepId	QuoteStep	Guid	[ Equal, NotEqual ]	true	false	false	false	false	true
Status	QuoteStatus	Enum	[ Equal, NotEqual ]	true	false	true	false	false	true
RejectDate	RejectDate	Date	[ IsNull, Equal, GreaterThan, GreaterThanOrEqual, LessThan, LessThanOrEqual ]	true	false	true	false	false	true
RejectReasonId	RejectReason	Guid	[ Equal, NotEqual ]	true	false	false	false	false	true
RejectDescription	RejectDescription	String	[ Equal, NotEqual, IsNull, IsNotNull, StartsWith, EndsWith, Contains, NotContains ]	true	false	true	false	false	true

Basic Functions

1. Data Addition: Steps to add new quote data into the system.
2. Data Update: Process for updating existing quote information.
3. Data Deletion: Method for removing quotes from the system.
4. Reporting and Analysis: Capabilities for generating reports and analyzing quote data.

List Screen and Functions

1. Filtering: How to apply filters in the list view.
2. Searching: Details on using keyword search functionality.
3. Column Customization: Instructions for customizing columns.
4. Creating and Using Views: Guidelines for creating and utilizing views.
5. Table and Board Views: Explanation of how to use and switch between these views.

Tips/Tricks and Best Practices

• Always ensure that the quote details are accurate and up-to-date to avoid miscommunication with clients.
• Utilize the filtering and search functionalities to quickly find specific quotes or related information.
• Regularly review and update the status of quotes to reflect the current stage in the sales process.
• Customize the list view columns to display the most relevant information for your workflow.
• Take advantage of the reporting features to track performance and identify trends in quoting practices.

By following these best practices, you can streamline your quoting process and improve the overall efficiency of your sales operations within FowCRM.