Import Quotes from ERP

Hi Emelie Garton,

this is not easy to answer and depends of the business of the customer.

In CRM a quote is a part of the opportunity (i.e. a sales stage). The opportunity exists long before a quote has been created. In most cases this means you need to link the Opp and Quote betwen the system.

On the other hand the quotes module is mostly used to "create" the quote itself, calculate evrything, print a PDF and send it out to the customer. This works fine depending of the product catalogue of the customer. In this case just mirroring quotes from ERP does not make sense as we have the most important information regarding the sales status inlcuding revenue line items in the opp already.

The only scenario I knew syncing quotes from ERP to sugar is if the customer requires to track several versions of the quotes but I don't know a case where this tracking is used that often that mirroring ERP quotes into Sugar that the costs for doing that are a good ROI.

Don't know if this helps but I would discuss what you are doing in CRM. Are you going to display your sales status with opportunities and the quote is just a part of it (maybe saved as a PDF or email attachement) on the whay to a successfull deal or if you need to archive quote information for later use / analysis.

Bests

Björn Canales Pfisterer

Technical Support Manager

provalida GmbH

--

htps://www.provalida.de

support ( at ) provalida.de

Technically it is possible to create Quotes in SugarCRM in an automated way. The 'only' thing that you need to do is to call the correct rest calls from the ERP. Or let SugarCRM poll the ERP system. But as Bjorn already said. It is a bit more complicated then just retrieving the data.

Is this only a one time action for 'archiving' so that the users have the quotes available in SugarCRM. Or is there still an active link between Sugar and ERP needed? 

Thank you!! 

Jeroen Somhorst It's a one time thing, only to archive and have history of previous quotes in Sugar :) 

The structure of the Quotes module is like this:

- Quote

-- ProdcutBundle

--- Product (Quoted Line Item)

--- Product (Quoted Line Item)

- ProdcutBundle

--- Product (Quoted Line Item)

--- Product (Quoted Line Item)

You can create this structure by REST calls for the mentioned modules.
You must have at least one ProductBundle

So the creation code is:

1. POST Quotes  ==> {{quote}}

2. POST ProductBundles  ==> {{bundle}}

3. POST ProductBundles/{{bundle}}/link/quotes/{{quote}}

loop for all product lines:

4. POST Products  ==> {{product}}

5. POST Quotes/{{quote}}/link/products/{{product}}

6. POST ProductBundles/{{bundle}}/link/products/{{product}}

What about bringing the quotes as notes or pdf attachments to the accounts?