Solar eCRM

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====== Quote Builder ==

Quote builder is the key module which helps in creating a professional quote. It has different kinds of analytic options to choose from. There are 2 different ways to create a quote. A lead can be converted into a quote or you can directly create a quote.


**Convert a Lead to Quote**

<code>

Leads -> Click on the name of the customer -> Create Quote

</code>

**Add a new Quote**

<code>

Quotes -> Add Quote

</code>

**Edit an existing Quote**

<code>

Quotes -> Click on the name of the customer -> Edit Quote

</code>

----

====Customer Details====
The sales representative can enter the customer details here.

**Title**
  * First name of the customer
  * It is a required field
  * Accepts only alphabets

**First Name**
  * First name of the customer
  * It is a required field
  * Accepts only alphabets

**Last Name**
  * Last name of the customer
  * It is a required field
  * Accepts only alphabets

**Home Phone**
  * Land-line contact number of the customer
  * It is a required field
  * Accepts only numbers

**Mobile**
  * Land-line contact number of the customer
  * It is an optional field
  * Accepts only valid mobile numbers

**Customer Email**
  * Email of the customer must be captured. This is important for long term contact with the customer
  * It is an optional field
  * Accepts only valid email ids
  
**Send quote to customer Email**
  * If yes, quote email will be sent to customer email
  * If no, alternate email box will appear and fill in the box to send the quote email to alternate email

{{:quote_customer_details.png?nolink|}}

----

====Address====
The sales representative can enter the customer's address here.

**Street No.**
  * Street number of the customer
  * It is a required field
  * Accepts both numbers and alphabets

**Street Name**
  * Street name of the customer
  * It is a required field
  * Accepts alphabets only

**Suburb**
  * Suburb name of the customer
  * It is a required field
  * Accepts alphabets only

**State**
  * State name of the customer
  * It is a required field
  * Choose any one from the list

**Postcode**
  * Enter the postcode of the customer
  * It is a required field
  * Accepts numbers only

**Comments**
  * Enter the comments of the customer's location
  * It is text field
  * Only 100 characters allowed

{{:quote_address.png?nolink|}}

----

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Call Stack
#	Time	Memory	Function	Location
1	0.0009	358776	{main}( )	.../doku.php:0
2	0.0027	360008	require_once( '/home/solarecrm.com/public_html/help/inc/init.php' )	.../doku.php:29
3	0.0511	755952	Doku_Event_Handler->Doku_Event_Handler( )	.../init.php:215
4	0.0517	762688	plugin_load( )	.../events.php:135
5	0.0517	762688	Doku_Plugin_Controller->load( )	.../pluginutils.php:23
6	0.0517	762736	class_exists ( )	.../plugincontroller.class.php:93
7	0.0517	762736	spl_autoload_call ( )	.../plugincontroller.class.php:93
8	0.0517	762784	load_autoload( )	.../plugincontroller.class.php:93

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Call Stack
#	Time	Memory	Function	Location
1	0.0009	358776	{main}( )	.../doku.php:0
2	0.0027	360008	require_once( '/home/solarecrm.com/public_html/help/inc/init.php' )	.../doku.php:29
3	0.0511	755952	Doku_Event_Handler->Doku_Event_Handler( )	.../init.php:215
4	0.0540	840880	plugin_load( )	.../events.php:135
5	0.0540	840880	Doku_Plugin_Controller->load( )	.../pluginutils.php:23
6	0.0540	840928	class_exists ( )	.../plugincontroller.class.php:93
7	0.0540	840928	spl_autoload_call ( )	.../plugincontroller.class.php:93
8	0.0540	840976	load_autoload( )	.../plugincontroller.class.php:93

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Call Stack
#	Time	Memory	Function	Location
1	0.0009	358776	{main}( )	.../doku.php:0
2	0.0027	360008	require_once( '/home/solarecrm.com/public_html/help/inc/init.php' )	.../doku.php:29
3	0.0552	866976	auth_setup( )	.../init.php:223
4	0.0567	878616	trigger_event( )	.../auth.php:116
5	0.0567	878776	Doku_Event->trigger( )	.../events.php:196
6	0.0567	878776	auth_login_wrapper( )	.../events.php:90
7	0.0567	878776	auth_login( )	.../auth.php:173
8	0.0567	878800	auth_logoff( )	.../auth.php:259
9	0.0567	878800	setcookie ( )	.../auth.php:384

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Call Stack
#	Time	Memory	Function	Location
1	0.0009	358776	{main}( )	.../doku.php:0
2	0.0027	360008	require_once( '/home/solarecrm.com/public_html/help/inc/init.php' )	.../doku.php:29
3	0.0552	866976	auth_setup( )	.../init.php:223
4	0.0568	878640	auth_loadACL( )	.../auth.php:120
5	0.0569	879992	auth_nameencode( )	.../auth.php:154
6	0.0569	879992	preg_replace ( )	.../auth.php:670

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Call Stack
#	Time	Memory	Function	Location
1	0.0009	358776	{main}( )	.../doku.php:0
2	0.0027	360008	require_once( '/home/solarecrm.com/public_html/help/inc/init.php' )	.../doku.php:29
3	0.0552	866976	auth_setup( )	.../init.php:223
4	0.0568	878640	auth_loadACL( )	.../auth.php:120
5	0.0570	881168	auth_nameencode( )	.../auth.php:154
6	0.0570	881168	preg_replace ( )	.../auth.php:670

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Call Stack
#	Time	Memory	Function	Location
1	0.0009	358776	{main}( )	.../doku.php:0
2	0.0586	902800	act_dispatch( )	.../doku.php:84
3	0.0601	908552	include( '/home/solarecrm.com/public_html/help/lib/tpl/dokuwiki/main.php' )	.../actions.php:192
4	0.0659	1013496	tpl_pageinfo( )	.../main.php:65
5	0.0660	1013496	auth_quickaclcheck( )	.../template.php:906
6	0.0660	1013496	auth_aclcheck( )	.../auth.php:512
7	0.0660	1013552	auth_nameencode( )	.../auth.php:550
8	0.0660	1013552	preg_replace ( )	.../auth.php:670

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