Vtiger Customization: Copy sum of approved quotes against an Opportunity into Opportunity amount field

When an opportunity accepts a quote and your sales executive updates this approved quote in quote details, we make sure that he doesn’t have to add this entry once again in opportunity details. Vtiger Customization with Automate SMB ensures that the accepted quote automatically gets updated in the opportunity details. If you have multiple quotes against an opportunity, Automate SMB also facilitates that the accepted quotes are automatically summed up and reflected in the opportunity details.

Vtiger Customization – Step by Step Explanation

 

Create a custom field like “Expected Sales Amount” in Opportunity where the Sales person shall enter the amount at which the sales is expected to close. Now, create an Opportunity- you can do this by clicking on Create Opportunity under Opportunity section.

Vtiger_Create_Opportunity

At this stage when you see the opportunity details, it will show the expected sales amount you entered while creating the opportunity and the Amount field is 0.

Vtiger_Opportunity_Details

┬áNow, create a quote by clicking on Create Quote – this option comes under the More drop down in the top right corner of the screen.
Vtiger_Create_Quote

While creating the quote, enter all the details including the Item Details.

Vtiger_Enter_ItemDetails

Now when you check the opportunity details, Amount is automatically updated as per the accepted quote.

Vtiger Customization : Opportunity_Updated

Similarly if you create another quote against the same opportunity, when the customer accepts the Quote, the total of Quote amount would be summed up in the Related Opportunity’s Amount field

If you have any vtiger customization that you want to include for your business, please contact us and we will provide you the with the best solution and service.

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