As a sales manager, José keeps a close eye on the time that sales agents spend on administrative tasks.
For key accounts, Candace maintains opportunities and creates quotations. José wonders if this is duplicating work.
In addition, he is concerned that the opportunity and quotation records do not contain the same information, given the number of successive updates Candace must make during the negotiation phase.
After his jog with Candace, he tells Linda who retrieves the Frisbii knowledge base. She finds the feature that meets their needs!
Synchronisation between the two objects
Frisbii allows you to synchronize opportunity records with the related quotation records. This synchronization allows you to maintain consistency of information between opportunity products and quotation line items.
During the synchronization of a quotation with an opportunity, any additions or changes made to quotation line item records are synchronized with the associated opportunity product records:
Adding, changing, or removing a quotation line item will update the synchronized opportunity products.
Beware: Adding quotation line items is only synchronized if you use the add product button.
Changing or removing a synchronized opportunity product causes the synchronized quotation line items to be updated.
Adding an opportunity product results in the creation of a quotation line item if and only if only one quotation record is synchronized.
Important: adding an opportunity product does not trigger synchronization if several quotations are synchronized with the opportunity.
Duration of the synchronisation
Quotation and Opportunity bi-directional synchronization continues until synchronization is stopped or one of the two records is deleted.
Synchronized fields
Here are the fields on the two objects that are part of the synchronization:
| Opportunity Product | Quotation Line Item |
| Sales Price | Unit Price excl. VAT |
| Quantity | Quantity |
| Line Description | Detailed Description |
| VAT Rate | VAT (%) |
| Discount | Discount Rate |
(2) The Description field is limited to 255 characters.
Here is an example:
Opportunity
Quotation
Set up of the synchronisation
Now that Linda understands the theory, she helps Candace synchronize her quotations with her opportunities. Let's look at how she does it.
Steps
Go to the Quotations tab.
Open the quotation you would like to synchronize.
Check the Synchronize with Opportunities box.
Beware: If the quotation is not created from the opportunity, the Opportunity field on quotation is not filled in. Please retrieve the opportunity in question using this lookup field, to indicate with which opportunity you wish to synchronize the quotation.
Linda asks her colleague to test the synchronization.
Candace makes some changes in the quotation line item:
She returns to the opportunity and opens the synchronized opportunity product again:
That's it, the synchronization is done :)