Creating a Quote

Quotes can be created with or without the VIN or Registration Number. The VIN/Registration Number is required, however, to save the quote. 

Notes:

• Quotes are saved indefinitely, but do have an expiration period determined by your system administrator. 
• If a VIN/Registration number belongs to a Fleet customer and the dealer is not permitted to raise quotes for Fleet customers, the following error message will appear: "The creation of the quote failed. A reason for this might be that the selected vehicle is still assigned to a fleet."

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To create a quote with the VIN or Registration Number: 

1. Click the Create Quote tab.
2. Fill in the vehicle's information.
   
   Options include: 
   • VIN
   • Registration Number
   • Engine Number
   • Customer Name
   • Address
   • Postcode
3. When ready, click Search.

At this point, you can connect the vehicle to a customer. 

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To create a quote without the VIN or Registration Number: 

1. Click the Create Quote tab.
2. Make sure all fields are blank and click Search.
   
3. A number of drop-down menus appear to select vehicle attributes. Populate as many as possible and click Continue. 
   1. A warning message appears if there are any empty fields. Click OK to continue or Cancel to return and finish filling out the fields.
      

At this point, you can connect the vehicle to a customer. 

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KB Article #5079