{"id":7841,"date":"2014-10-17T07:52:08","date_gmt":"2014-10-17T07:52:08","guid":{"rendered":"https:\/\/www.bpa-solutions.net\/?p=7841"},"modified":"2023-05-09T04:43:32","modified_gmt":"2023-05-09T04:43:32","slug":"mit-dem-bpa-angebotsgenerator","status":"publish","type":"post","link":"https:\/\/www.bpa-solutions.net\/de\/using-the-bpa-quote-generator\/","title":{"rendered":"Tipps von Townsend: Verwendung des BPA Quote Generator"},"content":{"rendered":"<p>This month I\u2019d like to share with you some of the features and functionality inside of the BPA Quote Generator. The BPA Quote Generator is a tool for creating library of your products and their details and then using that product list to create customer quotes that can be associated to all of your existing CRM data for reporting and metrics. There are many ways to customize the BPA Quote Generator to meet your business needs and processes. I would like to walk you through the process of creating a quote and then viewing the details of that quote inside of its CRM relationships.<\/p>\n<p>The BPA Quote Generator does not come installed with our CRM application template by default. We prefer to let you decide if this bit of functionality is something you\u2019ll use and then create the lists that support the BPA Quote Generator if so. To install the Quote Generator on your site, it\u2019s a simple process of accessing your Site Settings and clicking on the BPA Quote Generator link. A very quick few step process will check to see if the lists already exist and if not prompt you to allow the system to create the necessary lists and columns. Very simple. For any additional information required about the installation of the BPA Quote Generator you can check out the <a href=\"https:\/\/community.bpa-solutions.net\" target=\"_blank\" rel=\"noopener noreferrer\">BPA Community site<\/a> I\u2019ll focus mainly on the features and functionality within the BPA Quote Generator today.<\/p>\n<h2 class=\"zielony\">Step 1 \u2013 Account and Contact for Relationship<\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.bpa-solutions.net\/wp-content\/uploads\/2014\/10\/AccountContact-CRM-BPA1-1.jpg\" alt=\"AccountContact-CRM-BPA1\" width=\"500\" height=\"260\" class=\"alignnone size-full wp-image-23030\" srcset=\"https:\/\/www.bpa-solutions.net\/wp-content\/uploads\/2014\/10\/AccountContact-CRM-BPA1-1.jpg 500w, https:\/\/www.bpa-solutions.net\/wp-content\/uploads\/2014\/10\/AccountContact-CRM-BPA1-1-480x250.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 500px, 100vw\" \/><\/p>\n<p>Next we\u2019ll need to ensure that we have an Account and a Contact to associate a quote to.\u00a0 In this example we\u2019ll be using a company called Aero Space Ltd and a contact from that company by the name of John Gamble.\u00a0 As seen in screenshot 1, there currently is not a quotes tab included and we will need to add one so that we can see all related quotes to this account.<\/p>\n<h2 class=\"zielony\">Step 2 \u2013 Adding Products and Pricing to our Quote System<\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.bpa-solutions.net\/wp-content\/uploads\/2014\/10\/Adding-Products-CRM-BPA1-1.jpg\" alt=\"Adding-Products-CRM-BPA1\" width=\"500\" height=\"260\" class=\"alignnone size-full wp-image-23024\" srcset=\"https:\/\/www.bpa-solutions.net\/wp-content\/uploads\/2014\/10\/Adding-Products-CRM-BPA1-1.jpg 500w, https:\/\/www.bpa-solutions.net\/wp-content\/uploads\/2014\/10\/Adding-Products-CRM-BPA1-1-480x250.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 500px, 100vw\" \/><\/p>\n<p>You can create as many columns as you wish to tie in all the meta-data you may currently track in relation to your products.\u00a0 For instance, some companies may sell minerals and need additional columns to track the mineral composition and formulas for those products.\u00a0 Whatever product you\u2019re selling, physical or virtual, you can adjust the BPA Quote Generator to include your specific data.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.bpa-solutions.net\/wp-content\/uploads\/2014\/10\/Prices1-1.jpg\" alt=\"Prices1\" width=\"500\" height=\"260\" class=\"alignnone size-full wp-image-23026\" srcset=\"https:\/\/www.bpa-solutions.net\/wp-content\/uploads\/2014\/10\/Prices1-1.jpg 500w, https:\/\/www.bpa-solutions.net\/wp-content\/uploads\/2014\/10\/Prices1-1-480x250.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 500px, 100vw\" \/><\/p>\n<p>The pricing list provides us with the ability to setup price breakpoints based on quantities ordered.\u00a0 Within the system there are 5 breakpoints you can set for an item.\u00a0 So you\u2019ll specify that Product A has the price of $20 for less than 20 items ordered.\u00a0 But as you buy more, let\u2019s say 50 items, you can then set the price to $18.\u00a0 This allows the system to automate some of your calculations and keep your focus on the bigger picture.\u00a0 Not shown here, but there are also some lists included in the BPA Quote Generator setup to configure VAT tax rates so that you can include those values in your final quote if applicable to your geographic location.<\/p>\n<h2 class=\"zielony\">Step 3 \u2013 Creating a Quote<\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.bpa-solutions.net\/wp-content\/uploads\/2014\/10\/New-Quote-BPA-CRM1-1.jpg\" alt=\"New-Quote-BPA-CRM1\" width=\"500\" height=\"248\" class=\"alignnone size-full wp-image-23027\" srcset=\"https:\/\/www.bpa-solutions.net\/wp-content\/uploads\/2014\/10\/New-Quote-BPA-CRM1-1.jpg 500w, https:\/\/www.bpa-solutions.net\/wp-content\/uploads\/2014\/10\/New-Quote-BPA-CRM1-1-480x238.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 500px, 100vw\" \/><\/p>\n<h2 class=\"zielony\">Step 4 \u2013 Adding items to a quote<\/h2>\n<p>We\u2019ll create a new quote and fill in some of the applicable information that relates to this quote.\u00a0 You\u2019ll notice I\u2019ve given the quote a title to recognize it by, I\u2019ve related it to the Aero Space Ltd company and to John Gamble from that company as well as to an opportunity in the system that we\u2019re tracking.\u00a0 You can standardize<\/p>\n<p>how some of this information looks and acts in your system by writing SharePoint Designer workflows.\u00a0 For instance, the title field is very open to individuals input and you could standardize the format of that by doing a simple workflow to concatenate some data about this quote and overwrite the title field.\u00a0 i.e.\u00a0 <span class=\"strongBPA\">Title = [Product Name]\u00a0 [Quantity]<\/span><\/p>\n<p>Also, you\u2019ll notice there is a \u201cTotal Amount\u201d field that we\u2019ll leave blank for now.\u00a0 By using our BPA Custom Column that comes with the xRM platform, you can calculate all items we\u2019ll be adding to this quote and have this field updated as items are added.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.bpa-solutions.net\/wp-content\/uploads\/2014\/10\/Add-Items-to-a-quote-CRM1-1.jpg\" alt=\"Add-Items-to-a-quote-CRM1\" width=\"500\" height=\"248\" class=\"alignnone size-full wp-image-23028\" srcset=\"https:\/\/www.bpa-solutions.net\/wp-content\/uploads\/2014\/10\/Add-Items-to-a-quote-CRM1-1.jpg 500w, https:\/\/www.bpa-solutions.net\/wp-content\/uploads\/2014\/10\/Add-Items-to-a-quote-CRM1-1-480x238.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 500px, 100vw\" \/><\/p>\n<p>After we\u2019ve added a quote to our system we can now go into the details of that quote and click on the \u201cNew Quote Line\u201d button to add products from our site to this quote.\u00a0 In this example I\u2019ve added the BPA Quality ENT SRV product to my quote.\u00a0 When I selected that from the drop down, our form automatically populated the rest of the product description data from our products list.\u00a0 Next I can enter a VAT rate if applicable and then finally the quantity of items this quote is for.\u00a0 Once you enter the quantity of items, the quote system refers back to the pricing list and the break points we setup earlier to determine the price for this product based on quantities.\u00a0 Once we\u2019ve got the information in our new line item form we\u2019ll click \u201cSave\u201d.<\/p>\n<h2 class=\"zielony\">Step 5 \u2013 Creating a Quote Document<\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.bpa-solutions.net\/wp-content\/uploads\/2014\/10\/Quote-Template-1.png\" alt=\"Quote-Template\" width=\"400\" height=\"566\" class=\"alignnone size-full wp-image-23029\" srcset=\"https:\/\/www.bpa-solutions.net\/wp-content\/uploads\/2014\/10\/Quote-Template-1.png 400w, https:\/\/www.bpa-solutions.net\/wp-content\/uploads\/2014\/10\/Quote-Template-1-212x300.png 212w\" sizes=\"(max-width: 400px) 100vw, 400px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This month I\u2019d like to share with you some of the features and functionality inside of the BPA Quote Generator. The BPA Quote Generator is a tool for creating library of your products and their details and then using that product list to create customer quotes that can be associated to all of your existing [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","content-type":"","inline_featured_image":false,"footnotes":""},"categories":[58,90],"tags":[],"class_list":["post-7841","post","type-post","status-publish","format-standard","hentry","category-news-about","category-townsend-tips"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Tips from Townsend: Using the BPA Quote Generator - BPA Solutions<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.bpa-solutions.net\/de\/mit-dem-bpa-angebotsgenerator\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tips from Townsend: Using the BPA Quote Generator - BPA Solutions\" \/>\n<meta property=\"og:description\" content=\"This month I\u2019d like to share with you some of the features and functionality inside of the BPA Quote Generator. The BPA Quote Generator is a tool for creating library of your products and their details and then using that product list to create customer quotes that can be associated to all of your existing [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.bpa-solutions.net\/de\/mit-dem-bpa-angebotsgenerator\/\" \/>\n<meta property=\"og:site_name\" content=\"BPA Solutions\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/BPASolutions?fref=ts\" \/>\n<meta property=\"article:published_time\" content=\"2014-10-17T07:52:08+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-05-09T04:43:32+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.bpa-solutions.net\/wp-content\/uploads\/2014\/10\/AccountContact-CRM-BPA1-1.jpg\" \/>\n<meta name=\"author\" content=\"Boris Lutz\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@BPA_SOLUTIONS\" \/>\n<meta name=\"twitter:site\" content=\"@BPA_SOLUTIONS\" \/>\n<meta name=\"twitter:label1\" content=\"Verfasst von\" \/>\n\t<meta name=\"twitter:data1\" content=\"Boris Lutz\" \/>\n\t<meta name=\"twitter:label2\" content=\"Gesch\u00e4tzte Lesezeit\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 Minuten\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.bpa-solutions.net\\\/using-the-bpa-quote-generator\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.bpa-solutions.net\\\/using-the-bpa-quote-generator\\\/\"},\"author\":{\"name\":\"Boris Lutz\",\"@id\":\"https:\\\/\\\/www.bpa-solutions.net\\\/#\\\/schema\\\/person\\\/1752d1ec96e94ebb1316bd53a2bd57ae\"},\"headline\":\"Tips from Townsend: Using the BPA Quote Generator\",\"datePublished\":\"2014-10-17T07:52:08+00:00\",\"dateModified\":\"2023-05-09T04:43:32+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.bpa-solutions.net\\\/using-the-bpa-quote-generator\\\/\"},\"wordCount\":854,\"publisher\":{\"@id\":\"https:\\\/\\\/www.bpa-solutions.net\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.bpa-solutions.net\\\/using-the-bpa-quote-generator\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.bpa-solutions.net\\\/wp-content\\\/uploads\\\/2014\\\/10\\\/AccountContact-CRM-BPA1-1.jpg\",\"articleSection\":[\"News\",\"Townsend Tips\"],\"inLanguage\":\"de-DE\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.bpa-solutions.net\\\/using-the-bpa-quote-generator\\\/\",\"url\":\"https:\\\/\\\/www.bpa-solutions.net\\\/using-the-bpa-quote-generator\\\/\",\"name\":\"Tips from Townsend: Using the BPA Quote Generator - 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