Sync retail contact information to prospect quote engine

The sync functionality in the Prospect quote engine (PQE) allows users to pull existing data, such as LDC, end user contact information, sales representatives, sales tax details, daily quantity values, and credit statuses, from Retail contract screen. This eliminates redundant data entry and ensures consistency across the quoting process.

Add retail contact details

This section explains how to add and save retail contact information that can later be synced into the Quote engine for prospect users.

1. Navigate to the Retail contact screen.
2. Select the appropriate LDC and End user from the dropdown fields.
3. Click on the Add a retail contact icon.

4. Enter the contact details as described in the table below:

   Field	Description
   First name	Enter the contact's first name.
   Middle name	Provide the contact's middle name, if applicable.
   Last name	Enter the contact's last name.
   Title	Specify the contact’s professional title or designation.
   E-mail	Enter a valid email address for communication.
   Phone voice	Provide the primary voice contact number.
   Phone cell	Enter the mobile phone number for the contact.
   Phone fax	Provide the fax number, if available.
   Address	Enter the full street address of the contact.
   City	Specify the city where the contact is located.
   State	Select the state from the dropdown menu.
   ZIP	Enter the 8-digit postal code for the location.

5. Click Save to store the contact information.

To sync this data:

1. Navigate to the Quote engine screen.
2. Select the same LDC and End user as selected in the Retail contract screen.
3. Click the Sync icon to refresh and update the details.
4. The contact information entered in the Retail contact screen will now appear in the Quote engine.

Sync sales channel and consultant info

This section covers how the Primary rep or Consultant information maintained in the End user screen is synced to the Quote engine, impacting the Sales channel ref field.

Scenario #1: End user with primary rep only

1. Navigate to the End user screen.
2. Select the relevant LDC and End user.
3. Edit the Primary rep information.
4. Click Save to apply changes.

To sync this data:

1. Navigate to the Quote engine screen.
2. Choose the same LDC and End user as selected in the End user screen.
3. Click the Sync icon to refresh and update the details.
4. The Quote engine now shows the updated Primary rep, and the Sales channel ref is set to Direct.
   

Scenario #2: End user with consultant only

1. Navigate to the End user screen.
2. Select the relevant LDC and End user.
3. Edit the Consultant information.
4. Click Save to apply changes.

To sync this data:

1. Navigate to the Quote engine screen.
2. Choose the same LDC and End user as selected in the End user screen.
3. Click the Sync icon to refresh and update the details.
4. The Quote engine now shows the updated Primary rep, and the Sales channel ref is set to Consultant.

Sync sales tax exemptions

This feature ensures that any sales tax exemptions added at the facility level are automatically reflected in the quote engine.

1. Navigate to the Facility screen.
2. Click on the Physical address and sales tax tab.
3. If the Sales tax exemptions section is empty, right-click the Applicable sales taxes section and select Add exemption for selected tax.
4. Modify the existing value in the LDC exemption field.
5. Click the Save button to proceed.

To sync this data:

1. Navigate to the Quote engine screen.
2. Choose the same LDC and End user as selected in the End user screen.
3. Select the same facility you modified in the End User screen.
4. Click the Sync icon to refresh and update the details.
5. The sales tax exemption values you updated in the End user screen will now appear in the Prospect facility screen.

Sync daily quantity (DQ) values

This option allows syncing of historical or forecasted daily quantity (DQ) values from the Facility DQ values screen into the quote engine.

1. Navigate to the Facility DQ values screen.
2. Select the LDC and End user for which you need to add DQ values.
3. Choose the month and year, enter the value, and click the Create icon.
4. The system will add the values.

To sync this data:

1. Navigate to the Quote engine screen.
2. Select the same LDC and End user, then go to the DQ values tab.
3. Click Sync. The DQ values will appear.

Sync credit status

This process ensures that credit ratings or statuses assigned to an end user are accurately reflected in the quote engine.

1. Navigate to the End user screen.
2. Select the LDC and End user for which you need to add credit status.
3. Click on the Billing settings tab, then click the Edit button.
4. Change the credit status to Credit qualified – manual.
5. Click on the Save button.

To sync this data:

1. Navigate to the Quote engine screen.
2. Select the same LDC and End user, then go to the Credit details tab.
3. Click Sync. The Credit status will appear.

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