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
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
- 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.
Why does it show 7/14 when the Need By date is 7/14?
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 at this time.
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. Can someone confirm this will in fact be the process?
Image Opportunity-Quote 17
Create Quote into Job
Follow the navigation: Sales Management>Quote Management>General Operations>Opportunity/Quote >Actions> Quote > Create Sales Order
Image Opportunity-Quote 18
The Opportunity/Quote Entry screen will appear.
- Enter initials in the Changes log
- Click OK
Image Opportunity-Quote 19
The Quote Order Wizard screen will appear.
- Enter FOB Destination (needs this to create the Sales Order)
- Click on Order Job Wizard
Image Opportunity-Quote 20
A blank screen will briefly appear.
Image Opportunity-Quote 21
...
NOTE: Schedule Job will create demand for Purchasing. We reserve material at the time of release of job (but it may not backflush for another day). Correct???
Need a screen shot that shows Get Details and Schedule Job checked off.
Image Opportunity-Quote 22
The job will automatically populate to the Jobs section in Order Job Wizard.
Image Opportunity-Quote 23
NOTE: the Job number, is your Sales Order number, Line and Release. At this point your Sales Order is Complete.
Reviewing the Sales Order
This process is not necessary, but provides details on how to review a Sales Order once run in Order Job Wizard.
- Right Click on the field under Job
Image Opportunity-Quote 24
- A dropdown will appear: click on Open with > Job Entry
Image Opportunity-Quote 25
...
- Close all the screens by clicking on all the “X”s.
Image Opportunity-Quote 26Open 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.
Another option for DMTing Quote Entry, if working on a larger quantity, is to batch DMT the files. While logged into TARS, go to Jobs in the tool bar.
In the dropdown, click on File Download Manager.
Select the jobs you would like to be processed through DMT by clicking on the Selected box. Use the default File Type option of Merged Header/Detail w Individual Assembly.
NOTE: The recommended number of files to batch DMT is up to 10. More can be completed at one time; however, this is the recommended maximum.
Assembly documents are large files and therefore at this time we do not recommend choosing the option to merge these documents under File Type.
To mark a job as processed, click on the icon shown below in the row, then click Mark as processed. This will turn the row from white to blue. Next, click Download.
All files will appear in your designated downloads folder. Copy all the files in the folder.
NOTE: The Header and Detail files will appear as merged for all downloaded jobs, while the Assembly documents will remain as individual files.
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.
For both individual and batched DMT files, follow the processes below:
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.