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DealerTeam

Create a Parts Quote

Goal

When a customer requests a Parts Quote, learn how to create the quote and print or email it to the customer.

 

After reading this article you will be able to:

  • Navigate to the parts invoice
  • Create a parts quote
  • Print a parts quote

 

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.

 

Step One: Navigate to the Parts Invoice

  1. Click the App Launcher icon.

Create a Parts Invoice- App launcher.png

 

  1. Enter Parts Invoices in the quick search area.
  2. Click the Parts Invoices link.

2 Create a Parts Invoice- parts invoice.png

 

  1. Select desired invoice record.

3 Create a Parts Invoice- invoice record.png

 

Step Two: Create a Parts Quote

  1. Click New.

4 Create a Parts Invoice- new bttn.png

 

  1. Add an Account.
  2. Type the <Part Name> in the Part Search field.
  3. Click the desired Part and hit Enter.
  4. Click Save Price Quote.

5 Create a Parts Invoice- create invoice.png

 

Note: The required Counterman and Location fields are set to the User and User's Location by default.

 

  1. Click Edit on the part.

6 Create a Parts Invoice- edit.png

 

  1. Enter the Quantity.
  2. Click Save.

7 Create a Parts Invoice- qty.png

 

 

Step Three: Print Quote

  1. To open the PDF click the Print Quote button then follow the print instructions of your browser.

8 Create a Parts Invoice- print.png

 

PDF

9 Create a Parts Invoice- pdf.png