mySCA SCA Pricing CalculatorHow do I create an Estimate?

How do I create an Estimate?

Creating a Quote for a CI position.  Please watch the following videos to supplement this manual:

CI Quotes:  http://www.youtube.com/watch?v=K5IPbtl3buY&feature=youtu.be

Corps Quotes:  http://www.youtube.com/watch?v=Xr7azTjmzpU&feature=youtu.be

1- Make sure all of the relevant position information is complete (see below)

1- Make sure all of the relevant position information is complete (see below)

CI- Actual Start Date, Actual End Date, at least 1 requested opening

Corps- In addition to the above,  # of leaders, leader start date, leader end date and # of leader weeks

2- Choose the price book which tell the pricing defaults and line items.  Scroll down to the products list on an opportunity and click on "Choose Price Book"

2- Choose the price book which tell the pricing defaults and line items.  Scroll down to the products list on an opportunity and click on "Choose Price Book"

3- Choose a price book and click save

3- Choose a price book and click save

4- Click on add product

4- Click on add product

5- Select all then unselect any products not relevant to the position.  Click select

5- Select all then unselect any products not relevant to the position.  Click select

6- Click "Save" on this page

6- Click "Save" on this page

7- Pricing will auto calculate but is editable by clicking "edit all"

7- Pricing will auto calculate but is editable by clicking "edit all"

8- It is also possible to revert a line item back to the default by clicking on edit next to the line item

8- It is also possible to revert a line item back to the default by clicking on edit next to the line item

9. For overiding "Duration in Months" field on Position, populate the field "Months for Estimate" with the value that should be used and click save in Positions.

9. For overiding "Duration in Months" field on Position, populate the field "Months for Estimate" with the value that should be used and click save in Positions.

10.a. To reflect this change in the Products list, click edit on the respective product, a monthly product.

10.a. To reflect this change in the Products list, click edit on the respective product, a monthly product.

10.b.  On the next screen, check Reset and click save. This will reflect the overriding month value in the quantity field of that product.

10.b.  On the next screen, check Reset and click save. This will reflect the overriding month value in the quantity field of that product.

11- Then clicking on the reset checkbox and saving

11- Then clicking on the reset checkbox and saving

12- Now we will create a quote by scrolling down to quotes and clicking on "New Quote"

12- Now we will create a quote by scrolling down to quotes and clicking on "New Quote"

13- This will be a master quote.  Add a quote name, leave the status as draft, and add an expiration date if needed.  Click "Save"

13- This will be a master quote.  Add a quote name, leave the status as draft, and add an expiration date if needed.  Click "Save"

14- If you edit a line item and there is a difference between the list price and sales price, you should enter the reason for the difference in price

14- If you edit a line item and there is a difference between the list price and sales price, you should enter the reason for the difference in price

15- If there needs to be an override of the lowest price there is the capability through an admin to override the minimum price

15- If there needs to be an override of the lowest price there is the capability through an admin to override the minimum price

16- Now you can send the partner a PDF of the quote.  Click on "Create PDF"

16- Now you can send the partner a PDF of the quote.  Click on "Create PDF"

17-  The quote PDF will generate, click on "Save and Email Quote"

17-  The quote PDF will generate, click on "Save and Email Quote"

18- Choose the quote template and send the email.  The quote will be automatically attched.

18- Choose the quote template and send the email.  The quote will be automatically attched.

19- Once approved the quote line items become the budget line items on the positon

19- Once approved the quote line items become the budget line items on the positon

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