EV Quotes

EV Quotes

OVERVIEW: EV Quotes

EV Quotes process records the interest of a customer in one or more models. Enquiry for models is obtained by various sources such as reference, telephone, e-mail, SMS. An enquiry process captures the basic information of the customer such as name, address, age group, mobile, e-mail id etc. Enquiries are generated with open status and remain so unless a booking has been created for that Enquiry or it has been marked as ‘Drop Out’. Using the enquiry process, the user can do follow-ups and record further interactions with customers.

 

 

PROCESS FLOW

To access enquiry process:

·        
In the Excellon 5.5 application, go to Electric Vehicle module → Vehicles→ Sales→ EV Quotes

User Interface (General)



Field Description

Field

Description

Lead/Prospect

Select the lead/prospect to be quoted.

Branch

Select Branch to create quotation.

Contact

Search the contact

Transaction Type

Select the type of transaction

Current Two-Wheeler

Enter the name of current two-wheeler owned

Contact

Search the contact

First Name

Enter the First name of customer.

Middle Name

Enter the last name of customer.

Last Name

Enter the last name of customer.

Gender

Select the name of insurance provider.

POS

Select the Point of Sales

Date of Birth

Enter the date of birth

GST Number

Enter the GST number

Customer GSTIN

Enter the GSTIN

Salesperson

Select the salesperson

Source

Enter the source of information

Campaign

Select the name of a campaign

Discount Voucher

Select the zip code.

Coupon Number

Select the riding preference of the customer.

Model

Select the model

Model Name

Select the name of a model

Color

Select the Color of model

Qty

Enter the quantity

Rate

Rate the communication

E-Vehicle Type

Enter the type of E-vehicle

Discount

Enter the amount of discount.

Delivery date

Enter the delivery date

CGST %

CGST percentage

CGST

CGST Amount

SGST %

SGST percentage

SGST

SGST Amount

FAME II Subsidy

FAME II Subsidy

Amount

Total amount to be Paid


The logic for follow up activity are as follows:

There will be four follow up activity user can take based on customer interaction. Per requirement user can change the activity date.

1.     
By default, First Follow Up activity will happen after 3 days of enquiry creation.

2.     
Second Follow Up activity will happen after 6 days of last follow up taken.

3.     
Third Follow Up activity will happen after 6 days of last follow up taken.

4.     
Fourth Follow Up activity can be set by user as per customer convenience.

Filter’s Description


Close
: Can create the Sale Order from this option

 

Close
: Can close the tab from this option

Filter View
: User can view the applied filter at the bottom left corner of the window



 Filter Editor: User can customize the filter according to the user’s needs. He can right click on the desired filter to edit the parameters according to his requirements. He can also filter according to the desired number range, logical functions etc.

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