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- Click on Summary > Opportunity/Quote
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- Click on Search
- In Search Results, click on the job requiring a Quote
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If all jobs are closed, continue by clicking on the following: New > Customer
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- Choose existing customer under Search Results
- Click OK
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NOTE: The Quote number will automatically populate AFTER completing the quote. The Opportunity/Quote will show 0 (zero) until populated.
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- Use the drop down menu in Ship Via
- Select Shipping Method in drop down
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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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The Ship By date will automatically populate once this information has been entered.
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Default is the only option – Sara mentioned on 7/10 this would be updated. Showing this is TBD as of 7/13.
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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.
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