1. Open the project you want to create a quote for
1. Go to the menu bar, navigate to "Projects" go to "All" and open the project for which you want to create a quote. You do this by clicking on the name of the project or by using the "Open Project" button at the end of the line.
2. If you need an installation plan, you can create one by going to this tab and create the quote based on an installation plan.
3. Under the heading of quotes, you can find all the quotes that have been made for this project.
4. You can open the created quotes, download them and see which quote is active. The active quotation is linked to the laying plan and the BOM (Bill of materials). Based on the active quotation, you see the correct laying plan and BOM within the work preparation. Which in turn passes the correct through to planning.
5. If you want to create a new quotation without a laying plan, you can do so by pressing "+ New".
2. Add articles to create the quotation
6. Before you can create a quotation, you must add items. You do this by selecting an item and indicating how much of this item you want to add. To permanently add the item to the quotation press the "+ Add Item" button.
7. If you want to edit the project you are creating the quote for, you can do so here.
3. Save the quote
8. You can save the quotation in between by clicking this button.
9. It is possible to see the margins on the articles. You do this by turning on the "More details" button under information.
4. More details
10. Now here you see the margins per article.
11. You can also see the total margin on the project at the bottom of your item list.
12. If all items have been added correctly then you can press the "Finalize" button, the quote PDF will be generated.
5. Select the appropriate quotation template for this project
13. Depending on the client and the type of project, there may be multiple quote templates for projects. Here you need to choose the right template.
14. Pressing "Generate" will generate the quotation with the chosen template.
6. Sending the quote via email to the customer
15. Now that the quotation has been generated, under "Information" you can download or view the quotation document. This way you can check everything again.
16. You can indicate whether an offer is approved or rejected based on the customer's response.
17. Here you can set up a mail that sends the quote to the customer. Before you do this, though, make sure your mail is linked to OpusFlow.
7. Drafting the email
18. Before sending the mail it is necessary to set the e-mail address of the mail from where you want to send the offer. For the recipient, select the contact attached to the project. You can also select a mail template and change the subject of the mail.
19. Attachments are added by default if they are linked to an article. For example, a datasheet of a solar panel. Or an article "General Conditions" that automatically adds the attachment "General Conditions".
20. Once you have everything set up you can send the email with the quote to the customer, by pressing the "Send Customer" button.
8. Approval or refusal of quotation.
21. If the customer has approved the quote, this button allows you to approve the quote in OpusFlow.
