New Quote

Owned by Former user (Deleted)
Last updated: Jun 14, 2012Version comment
3 min read

Press the "New" button to Set up a New Quote or a Quote Revision. It is possible to have numerous revisions of your original quote, copying and building on the last revision but always keeping record of the make up of each quote. It is not necessary for the quote to belong to a job. It must be attached to a job before the quote is accepted.

NEW QUOTE SET UP

  • Select whether this is for a New Quote or a Quote revision
  • Copy From (F4)
  • Select a Quote/Template & revision number if you are creating this new quote from an existing one.

The Quote Lookup gives a range of selection criteria

GENERATE QUOTE CODE

You have 4 options for the basis of your quote code. You can generate the Quote code automatically or specify the code manually. If you specify it manually you will need to put in a Revision number.

The automatic Quote Code can be generated from a number of sources:

  • Location Table: Generates a number from the Locations Table of the Employee generating the quote.
  • New Job: This will take you into New Job Screen where you can set up a new job from Job Templates etc and this job number is brought through to the quote.
  • Existing Job: Takes you to a drop down of existing jobs so you can select the desired number.

In the above cases the Job Number selected, automatically defaults to be the Job Code on the quote. If you also generate SubJobs it will be the last subjob created that populates the Job Code on the Quote Header.

Reprice New Quote
This will reprice according to the Price Code rules for this quote.

Recost New Quote
This will update costs from the valid Masterfile/Employee Class.

OK
OK will set up a new quote structure bringing through all the detail and values from the specified source.

If you have copied from another quote or Template the procedure will require confirmation that you are bringing through the Cost Sheets.

Tick which Cost Sheets you want to select and press Confirm.

QUOTE REVISION

Copy From (F4)
Specify the quote that is the basis of the revision

Generate Quote Code
This will automatically generate the new quote code being the original quote number and the next sequential Revision number.

The Quotation Header has now been generated

If you are just setting up Templates the details that should be included are:

Template

  • Tick this box. This quote will never be able to be Accepted.

Description

  • Enter the description of this Quote or Template

Quote Status

Price Code

  • The Cost Sheet lines will use the Price Code specified here for the Sell Rates.

QUOTE BY:

Client name.

  • Just use "Template" as the Client name as this Template is not allocated to a Client.

Template Code
Enter in the Template Code on this Template. When you copy this Template to a Quote at a later stage this field will copy through giving you an audit of where the Quote came from.

Details

  • These details are not transferred through to the Sales docket.

These specify the minimum information that should be in the quote header for you to maintain the Cost Sheets.