Creating a Quote
Follow the navigation: Sales Management>Quote Management>General Operations>Opportunity/Quote Entry
- Click on Summary > Opportunity/Quote
Image Opportunity-Quote 3
- Click on Search
- In Search Results, click on the job requiring a Quote
Image Opportunity-Quote 4
If all jobs are closed, continue by clicking on the following: New > Customer
Image Opportunity-Quote 5
- Choose existing customer under Search Results
- Click OK
Image Opportunity-Quote 6
Customer Details will automatically populate to a new quote.
NOTE: The Quote number will automatically populate AFTER completing the quote. The Opportunity/Quote will show 0 (zero) until populated.
Image Opportunity-Quote 7
- Use the drop down menu in Ship Via
- Select Shipping Method in drop down
Image Opportunity-Quote 8
- Go to the Header tab
- Use the drop down under Need By: and select required date
NOTE: Need by represents the day, shipment needs to arrive at fulfillment center. The Ship By date will automatically populate once this information has been entered.
Image Opportunity-Quote 9
The Ship By date will automatically populate once this information has been entered.
Image Opportunity-Quote 10
- Use the drop down under Event
- Select Default
- Save
NOTE: all fields are normally filled in via the DMT file, but this indicates what needs to be completed.
Default is the only option – Sara mentioned on 7/10 this would be updated. Showing this is TBD as of 7/13.
Image Opportunity-Quote 11
The quote now requires adding new lines
- Open New > New Line
Image Opportunity-Quote 12
- Click on Detail Tab
- Click on PartRev…
Image Opportunity-Quote 13
The Part Search screen will automatically populate.
- Click on Search
- Choose part under Search Result
- Click on OK
Need Screen shot which includes part list loaded. NOTE -this image shows Purchased part.
Image Opportunity-Quote 14
This will take the user to the Opportunity/Quote Entry screen.
Enter the following:
- Order Quantity, Expected Quantity & Unit Price (do we need the Expected date?)
Click the following:
- Template & Engineered
- Save
Image Opportunity-Quote 15
Are we going to use the Worksheet below? This is TBD
Image Opportunity-Quote 16
Finalize Quote
Pre-production to review the details of the order; they will check off on Quote Box.
Image Opportunity-Quote 17
NOTE: Not necessary if you are using Job Wizard.
Open TARS https://tars.calclosets.com
Enter your Facility ID, Login and Password
Click on Sign In
Open TARS https://tars.calclosets.com
Enter your Facility ID, Login and Password
Click on Sign In
Click the number under the DOC column to open the Job(s) that requires processing.
Click the files that include the verbiage: QuoteAssembly, QuoteDetail and QuoteHeader. These will automatically go to the download file.
After the documents are downloaded click on the Paper Icon. This is a tracking system to allow us to know the documents will be moved over to Epicor.
NOTE: If you are uploading more than one job then you would close the file box and go to the next job and repeat process, multiple jobs can be downloaded and transferred at a time.
Copy all the documents in this folder.
Paste these files to the Live Unprocessed folder.
NOTE: This folder currently lives in the following location Apps E >TARS DMT Uploads > LIVE Unprocessed folder.
Go into the DMT (Data Management Tool) function of Epicor.
Click on the following path: Management>Sales>Quote>Quote Header
Click on Quote Header Source
This will allow you to open the downloaded Header file. Click on This PC.
Click on Apps (E:) > TARS DMT Uploads
Click on LIVE UNproccessed
Click on the QuoteHeader file in question and then click on Open.
Click on OK on the Import Complete Pop-up
Click on Quote Detail > Quote Detail Source…
Click on the QuoteDetail file in question and then click on Open.
Click on OK on the Import Complete Pop-up.
Click on Quote Assembly > Quote Assembly Source…
Click on the QuoteAssembly file in question and then click on Open.
This will prompt the screen below. Click on Process.
Make sure there are no errors on the Error List section. Next, click on OK on the Import Complete Pop-up.
NOTE: If there is an error, this means that one of the part numbers isn’t coming through properly. You will need to go back to the original file document and fix the issue.
Click the number under the DOC column to open the Job(s) that requires processing.
Click the files that include the verbiage: QuoteAssembly, QuoteDetail and QuoteHeader. These will automatically go to the download file.
After the documents are downloaded click on the Paper Icon. This is a tracking system to allow us to know the documents will be moved over to Epicor.
NOTE: If you are uploading more than one job then you would close the file box and go to the next job and repeat process, multiple jobs can be downloaded and transferred at a time.
Copy all the documents in this folder.
Paste these files to the Live Unprocessed folder.
NOTE: This folder currently lives in the following location Apps E >TARS DMT Uploads > LIVE Unprocessed folder.
Go into the DMT (Data Management Tool) function of Epicor.
Click on the following path: Management>Sales>Quote>Quote Header
Click on Quote Header Source
This will allow you to open the downloaded Header file. Click on This PC.
Click on Apps (E:) > TARS DMT Uploads
Click on LIVE UNproccessed
Click on the QuoteHeader file in question and then click on Open.
Click on OK on the Import Complete Pop-up
Click on Quote Detail > Quote Detail Source…
Click on the QuoteDetail file in question and then click on Open.
Click on OK on the Import Complete Pop-up.
Click on Quote Assembly > Quote Assembly Source…
Click on the QuoteAssembly file in question and then click on Open.
This will prompt the screen below. Click on Process.
Make sure there are no errors on the Error List section. Next, click on OK on the Import Complete Pop-up.
NOTE: If there is an error, this means that one of the part numbers isn’t coming through properly. You will need to go back to the original file document and fix the issue.