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Creating a Quote

Follow the navigation: Sales Management>Quote Management>General Operations>Opportunity/Quote Entry

  1. Click on Summary > Opportunity/Quote

Image Opportunity-Quote 3

  1. Click on Search
  2. 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

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  1. Choose existing customer under Search Results
  2. Click OK

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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

 

  1. Use the drop down menu in Ship Via
  2. Select Shipping Method in drop down

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  1. Go to the Header tab
  2. 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

 

  1. Use the drop down under Event
  2. Select Default
  3. 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.


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The quote now requires adding new lines

  1. Open New > New Line


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  1. Click on Detail Tab
  2. Click on PartRev…


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The Part Search screen will automatically populate.

  1. Click on Search
  2. Choose part under Search Result
  3. 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:

  1. Order Quantity, Expected Quantity & Unit Price (do we need the Expected date?)

Click the following:

  1. Template & Engineered
  2. 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. 




 



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