Quote Management
Purpose
The Quote Management Report improves and streamlines the handling of the Quote Management process.
It tracks the history of all Quotes and makes it simple to assign staff to tasks as part of the follow up process. The primary purpose of this report is to assist in increasing the Quote conversion rate.
Accessing the Quote Management Function
The Quote management function can be found by going to Reservations >> Quote Management
Filters and Parameters
This report can be filtered according to:
Location | Only Quotes with this as their Pickup Location will appear in the report. This report can be run for All Locations or a specific location. |
Brand | This filter will appear if you have Branding enabled in your RCM System. The report can be run for All Brands or a specific Brand, and only Quotes made against the selected Brand will appear in the report. |
Date Type | You can choice to filter the Quotes by the 'Date Entered' or their 'Pickup Date'. |
Date Range | Quotes will only appear in the report is their relevant date selected above falls within this date range. |
Operator | Only Quotes made by or assigned to this User will appear in the report. Leave as "Entered or Assigned" to run the report for All Operators |
Include Cancelled Quotations | If this is ticked, cancelled Quotes will be included in the report. |
| Vehicle Category | Only Quotes against this Vehicle Category will be included in the report. |
Status | This provides a list of all Quote Status set up in your system. You can run the report to return Quotes of All Statuses or a specific Status. |
Order | You can order the Quotes in this report by:
|
Search | This feature allows you override all the other filters and search for a specific quote. You can do this by searching for its
|
Example
Quote | The Quotation or Reservation Number. Clicking on this red number will open the quotes Booking Details page. |
Assigned | If the quote has been assigned to a user, their name will appear here. |
Status | The Quote Status, if one has been assigned to it. |
Status Update | Clicking on this button will open the Quote Status Update window described below. |
Add and View Notes | If there are no Notes against the booking, this button will say "Add", if there are, it will say "View". Clicking on this button will open the Notes window where you can view all existing notes against the booking and add new ones. |
Update Quote | Clicking on this button will open the Booking Form and allow you to update the quote. |
Email | If the quote has already been emailed to the customer this will say "Follow Up", if it has not yet been emailed it will say "Quote". Clicking on this button, will open a window from with you can sent the quote email to the customer. |
Convert to Unallocated | Clicking on this button will convert the quote to an Unallocated Reservation. If the Availability Engine is enabled in your system, this will run a check for whether or not there are vehicle available for this booking. This Unallocated Reservation will have the same Reservation number as the quote, but it will start with a U instead of a Q. Once the quote has been converted, it will disappear from the report. |
Release Quote | Clicking on this button will open the Vehicle Allocation page in a new window. This page allows you to simultaneously convert the quote to a booking and select a vehicle to allocate the booking to. This new Allocated Reservation will be given a new Reservation number, and it will disappear from the report. |
Category | The Vehicle Category this quote was made against. |
Pickup | The Pickup Location of the quote. |
Pickup Date | The Pickup Date and Time of the quote. |
Drop off | The Dropoff Location of the quote |
Dropoff Date | The Dropoff Date and Time of the quote. |
Booking Total | The total cost of the quote. |
Source | The Booking Source for the quote. |
Campaign | The Campaign Code assigned to the quote, if applicable. |
Enquiry Date | The date and time the quote was created. |
Last Updated | If the quote has been updated since its creation, this will display the date and time it was most recently updated. |
Log | The notes from the first entry in the quotes Res Log. This can be the Customer ID number and the daily cost of any selected insurance option, or it could be "No CC entered, saved as quote" if it was made online without a credit card being successfully added. |
Emailed | Whether or not the quote has been emailed. |
Name | The name of the customer and the name of their company, if applicable. |
Email | The email address of the customer. |
Change Customer | Clicking on this button opens the Change Customer window, and allows you to switch the booking to a new customer. |
Note | Any notes that have been added to the quote. |
Status Update
The Update Status button will open the window shown below. This allows you to:
- Assign an Operator to the quote.
- Update its Quote Status from a dropdown of status setup in your system.
- Cancel the Quote by setting it to "Quote - Cancelled", or mark it as either a "Reservation" or "On Request" quotation.
- Select a Reason Not Converted, which are setup in your system.
- Add a not to the Quote by entering a Priority, Subject and Note.
Important Articles
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