Creating Group Quotations

A group quotation is a quotation that goes out to many customers. You can create a one-off quotation from a group quotation or transfer the group quotation into a one-off quotation. Each and every contact can have a quotation created from the Group quotation.

This way you can, for example, create a group quotation and distribute the quotations as the sales process is directed towards each customer. When all the customers included in the group quotation have had quotations created, you will not be able to create more individual quotations from group quotations.

Quotation templates are created in the Quotation Register without entering a customer. Select Quotation template status from the drop-down list at the top right of the screen. Later, you can create several quotation from the template, which will be transferred to Group quotation status.

You can also create quotations to several customers directly from the quotation template by using this wizard.

If you are creating a single quotation it is recommended to duplicate an existing quotation by using the Duplicate icon from the toolbar.

How to create Group quotations

Create a quotation template first or open an existing quotation template.
Click the Transfer button in the toolbar. This opens the wizard for transferring the quotation template .
Select Transfer to quotation.
Click Next when you have selected the correct alternative. In the screen that will be displayed you can see which customers are included in the selection you specified. Should you find customers you want to include or delete, you can edit customers one by one using the arrow buttons.
When you click Next a report is generated displaying which customers are included in the group quotation. Choose whether you want to send the report to printer or screen. If you send it to screen you can close the preview to continue.
Click Complete to create the group quotation.

Here, you can also select to Start wizard for group quotation. This selection will lead you directly to the wizard which creates individual quotations from the group quotation you just created. Also see the User settings for information on how to automate this.

You can select whether you want to create a quotation to All or place a Filter to select the customers you wish should receive the quotation. If you select All here it means that all customers will show in a list from where you can select them (in the next step of this procedure). If you choose Filter, a quotation screen opens and you can enter Customer number (to and Incl., or enter Contact name). If you want to make use of the systems advanced filter for a more specific selection you can click the Filter button. You will then be able to use a certain Group as addressees for the quote.