Prospect Guides are similar to the Order Guides you can create for customers. When you want to provide a price quote to a prospect you can create a prospect guide. A salesperson is allowed to edit one “guide” per prospect. The prices in the prospect guide can be edited by using the same method currently used for customer orders in the shopping cart and in the other screens used to add items to orders.

 

Prices in the prospect guide are calculated using the price level assigned to the prospect. The price level is set during the process of creating the prospect. Price levels can be adjusted in the Edit / View Prospect dialog by selecting a new price level from the drop down list.

 

Prospects Guide screen details:

 

▪Add Item button - Click to add a new item to the guide list.

 

▪Remove Selected button - Click to delete the selected item.

 

▪Add Category button - Click to create a new category for the guide list.

 

▪Re-Apply Sort button - Click to re-apply the previous sort.

 

▪Save Guide button - Click to save the current information in the prospect’s guide.

 

▪Cancel button - Click to delete the current prospect guide.

 

▪Company and Prospect #

 

▪Green plus tool column.

 

▪Seq – The system Sequence number.

 

▪Category – The product category.

 

▪Unit Price – The unit price is an editable field in the prospect guide.

 

▪Item # - The item number from the product catalog.

 

▪Description –Click the blue description link to view the product information.

 

▪Class – The item class.

 

▪Brand – The item brand.

 

▪Pack Size – The pack size for the item.

 

▪Unit - The unit the item is sold by.

 

▪Weight – The weight of the item.  

 

Item weight with a red asterisk * is the average weight.