Creating Quotations from a Work Order
After you have entered estimate lines in a Work Order, you can generate a quotation automatically based on the estimates.
To create quotations from a Work Order:
1. Locate the Work Order by searching in the sidebar or from a list view in Work Orders tab. Click the Work Order number from which you want to generate a quotation.
2. Click Create Advanced Quote. The following screen is displayed with Account, Contact, and Work Order information automatically populated from the Work Order. The screen also has three separate tabs to enter Parts, Labor, and Expense lines in the quote.
3. Change any information on the Service Quote section as needed.
4. All estimate lines from the Work Details are listed in the Service Quotes Lines section in the appropriate tab—Parts, Labor, and Expense.
5. Click the Parts tab to add/modify/delete parts lines.
6. Click the Labor tab to add/modify/delete labor lines.
7. Click the Expenses tab to add/modify/delete expense lines.
8. Enter the Line Quantity and Unit Price for each line as applicable.
9. If a discount is applicable for a line, select the discount type—Percent or Amount. Select Percent if the discount is a percentage of (Quantity * Unit Price). Select Amount if the discount is a specific amount.
10. In any of the three tabs, when you enter quantity, price, discount type, or discount, the Line Price and Quote Amount are calculated automatically.
11. Click Save. The newly created quote is displayed.
 | This screen is presented by the Service Flow delivery engine of ServiceMax based on the service flow configuration. To learn more about how to use this screen’s features, see SFM Delivery. In addition, you can click the screen title or the help button to view additional help for this screen, if configured by your admin. |