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- Click on the Opportunity/Quote
Image Opportunity-Quote 1
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NOTE: Currently everything comes through TARS and shows as new. What process do we want to follow? There is also a Dashboard Opportunity/Quote Status Dashboard – do we want to use this or use TARS or Quote Tracker?
Image Opportunity-Quote 2
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These jobs are closed – what will the job status read if it were open? How do we know when it is closed and when it is opened? Will all open jobs remain in this section despite being closed?
Image Opportunity-Quote 4
If all jobs are closed, continue by clicking on the following: New > Customer
Image Opportunity-Quote 5
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- Choose existing customer under Search Results
- Click OK
Image Opportunity-Quote 6
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NOTE: The Quote number will automatically populate AFTER completing the quote. The Opportunity/Quote will show 0 (zero) until populated.
Image Opportunity-Quote 7
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- Use the drop down menu in Ship Via
- Select Shipping Method in drop down
Image Opportunity-Quote 8
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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.
Is this note correct?
Image Opportunity-Quote 9
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Why does it show 7/14 when the Need By date is 7/14?
Image Opportunity-Quote 10
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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.at this time.
Image Opportunity-Quote 11
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The quote now requires adding new lines
- Open New > New Line
Image Opportunity-Quote 12
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- Click on Detail Tab
- Click on PartRev…
Image Opportunity-Quote 13
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