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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?


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

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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.

Is this note correct?


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 – Sara mentioned on 7/10 this would be updated. Showing this is TBD as of 7/13.


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?


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