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Opportunity Quote Tracking

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

  1. Click on the Opportunity/Quote

Image Opportunity-Quote 1


The Opportunity/Quote Search screen will appear.

  1. Click on Filter > Search

This will populate all the available orders.

NOTE: Currently everything comes through TARS and shows as new. 

 

Image Opportunity-Quote 2

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

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

  1. Choose existing customer under Search Results
  2. 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

 

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

Image Opportunity-Quote 8

  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.

Why does it show 7/14 when the Need By date is 7/14?

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 at this time. 

Image Opportunity-Quote 11

 

The quote now requires adding new lines

  1. Open New > New Line

Image Opportunity-Quote 12

 

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


Image Opportunity-Quote 13

 

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.  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.

  1. Enter initials in the Changes log
  2. Click OK


Image Opportunity-Quote 19

 

The Quote Order Wizard screen will appear.

  1. Enter FOB Destination (needs this to create the Sales Order)
  2. Click on Order Job Wizard

Image Opportunity-Quote 20

 

A blank screen will briefly appear.


Image Opportunity-Quote 21

 

  1. In Order Job Wizard check the following: Create Job, Get Details and Schedule Job
  2. Click on Save
  3. Click Create Jobs

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.

  1. Right Click on the field under Job

Image Opportunity-Quote 24

 

  1. A dropdown will appear: click on Open with > Job Entry




Image Opportunity-Quote 25

 


The Job Entry screen will automatically appear and populate the job. At this point we have created a: quote, we have created a job and a sales order. Next step will be to Production.

  1. Close all the screens by clicking on all the “X”s.


Image Opportunity-Quote 26



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