IMPORTANT TERMS DEFINED for Opportunities and EQ
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01. New Sale- Client has never had services with ScentAir before. Recontract- Client is making changes to an existing contract. EX: changing contract terms, adding new devices, removing devices
Opportunity ID- Found in your opportunity, next to the launch EQ button. Use this to start a Quote that will link data to your opportunity.
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04. EQ (Enterprise Quoting)- An
Pricebook Location- A field on your opportunity that MUST be filled out before starting a quote. Select your region from the drop down menu.
Application in Infor that you will use to create a Quote and that data will be synced to your Salesforce opportunity.
05. Quote- Where you create the product order information that is reflected in Salesforce and your Pandadoc Agreement. Quote Number- Created automatically once your create a Quote. Can be found in EQ and in your opportunity. Starts with DQ... Quote Summary- The information you entered in your opportunity about the sale you are creating
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Quote Changes- Used when creating a Recontract. Click this and select the previously created contract to sync syteline history to your quote.
Contract Number- This will be selected in Quote Changes when you are recontracting. Always select the most recent. Will be a series of numbers and letters starting with KU...
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in numerical order. 07.
Sync SF Data- Button in EQ in a Quote. This is used when something in your Opportunity has changed and you need to transfer that data into your quote.
Line Item- A Product or Bundle that you have added to your quote. These will be
Ex. You changed the terms length. You changed a main contact.
10. IT Ticket, Send to IT- To create an IT ticket EITHER email scentair@service-now.com and include a brief description of your issue including account and/or quote numbers. OR on the homepage of Salesforce Lightning, in the top right, click Scent IT Service Desk, log in, and click Submit Request.
SRO- SRO stands for service request order. Essentially it's a recurring shipment. 09. INUS- prefix "IN" followed by the site abbreviation is a SRO for the customer's initial order. IUS- incident. Incidents drive the case creation for installations and recurring services. WUS- customer order for web orders. CUS- customer order for b2b.
Need more terms added for definition? Reach out to Salesops by emailing salesops@scentair.com
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