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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.
Image Opportunity-Quote 2
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- Click on Summary > Opportunity/Quote
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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?
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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
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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.
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Why does it show 7/14 when the Need By date is 7/14?
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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 at this time.
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The quote now requires adding new lines
- Open New > New Line
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- Click on Detail Tab
- Click on PartRev…
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Need Screen shot which includes part list loaded. NOTE -this image shows Purchased part.
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- Template & Engineered
- Save
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Are we going to use the Worksheet below? This is TBD
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Pre-production to review the details of the order; they will check off on Quote Box. Can someone confirm this will in fact be the process?
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Follow the navigation: Sales Management>Quote Management>General Operations>Opportunity/Quote >Actions> Quote > Create Sales Order
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- Enter initials in the Changes log
- Click OK
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- Enter FOB Destination (needs this to create the Sales Order)
- Click on Order Job Wizard
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A blank screen will briefly appear.
Image Opportunity-Quote 21
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Need a screen shot that shows Get Details and Schedule Job checked off.
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The job will automatically populate to the Jobs section in Order Job Wizard.
Image Opportunity-Quote 23
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- A dropdown will appear: click on Open with > Job Entry
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- Close all the screens by clicking on all the “X”s.
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