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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

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

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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.

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  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.

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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?

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  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. 

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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.


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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


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Are we going to use the Worksheet below? This is TBD

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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?


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Create Quote into Job

Follow the navigation: Sales Management>Quote Management>General Operations>Opportunity/Quote >Actions> Quote > Create Sales Order

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The Opportunity/Quote Entry screen will appear.

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


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The Quote Order Wizard screen will appear.

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

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A blank screen will briefly appear.


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  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.


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The job will automatically populate to the Jobs section in Order Job Wizard.


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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

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




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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.


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