HOW TO CREATE EV QUOTES
HINDI VIDEO TUTORIAL:- HOW TO CREATE 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 or marked as Drop Out. Using the enquiry process,
users can do follow-ups and record interactions.
PROCESS FLOW To Access EV Quotes
Go to Electric Vehicle module → Vehicles →
Sales → EV Quotes.
User Interface (General)
Field To Fill
Quotation creation involves filling
Customer Details, Sales Info, Product Details, Pricing & Offers, Tax &
Subsidy, Delivery & Final Amount.
Follow Up Logic
There are four follow-ups based on
interaction. First after 3 days, second and third after 6 days each, fourth as
per customer convenience. Close tab allows creation of Sales Order.
Filter View
User can view and customize filters. Filter
Editor allows editing parameters, using logical functions, and applying number
range filters.
Thank You
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