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Linking opportunity assets to quotation items with quotation Data Capture
Linking opportunity assets to quotation items with quotation Data Capture

Information for users who have quotation Data Capture enabled

Written by Raymond Carrel
Updated over a week ago

Important note

Please note that this information is for users who have Quotation Data Capture enabled.

This can be verified from Settings - Company Setup on the Customisations tab, by looking at the Enable Quotation Item Data Capture box.

If this is not enabled, follow this article instead.

Benefits of asset linking

Assets that have been linked to an opportunity can also be linked to specific lines on any new quotations that are raised. This may be useful for renewal / upgrade type sales.

Asset linking allows certain information to be carried through from the asset to the new line, such as MSISDN numbers, and the user to whom the line is assigned. This information can be displayed on quotation documents.

Asset linking also enables some other features, such as auto-calculated deal termination and auto contact extension.



Assets can be mapped to new services of any classification, if it is done through Quotation Data Capture directly.

However, it's possible to enable a mapping tool on a per-classification basis. This tool lets you map lines individually or in bulk within the product browser you use when building a quote.

This tool can be enabled on a per-classification basis. For example, you may wish to enable it only for renewal-type sales. Click here for information on how to enable the mapping tool for a given classification.

Opportunity assets

You must link assets to an opportunity before they can be linked to quotation items.

Mapping opportunity assets to new services in the quotation builder

In order to map the assets you have added to the opportunities, the appropriate classification must be set against the new tariffs (i.e. renewal, upgrade).

Once the classification has been set you will see the option to map opportunity assets.

Click Map Opportunity Assets to see a list of linked assets. Check the assets you want, and click Save.

If you are mapping in bulk, you can click on Auto Filter Service IDs to quickly filter the list. Selecting Auto-check will link existing assets to new lines automatically.

Once mapped, you can add the item to your quotation as usual.

You can check mapped assets from Quotation Data Capture.

Accessing Quotation Data Capture

Once you have at least one item on your new quotation, you'll be able to access the Data Capture button as shown below.

This will expand to show buttons for products and services for the product categories of the added item(s).

In most cases, you will be concerned with services. Clicking on one of the buttons will take you to the relevant Data Capture screen.

As with sales order-level Data Capture, line items will be flattened i.e. a line with a quantity of three will show over three separate lines.

The fields that are shown can be determined by your administrators - click here to see how.

Linking assets directly from Quotation Data Capture

If you did not link assets from the product browser, or need to change a mapped asset, you can do this from Quotation Data Capture.

The Target Asset field allows you to select from any of the assets that were mapped to the opportunity.

Selecting an asset to link will pull through its user and MSISDN (or equivalent) data and populate it on the new line. You may also see the expiry of the original asset.

All information entered will be carried over to sales order once the quote is converted.

Asset linking lets you make use of auto-calculated deal termination and auto contract extension.

Presenting asset details on the new quotation document

You may wish to include details of the renewed assets on your customer-facing quotation document.

This can be done by configuring snippets and including them in your quotation output templates.

Click here for more information.

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