Quotes
Todo - Quotes
Once you have completed your Quotes and they have been sent to your clients, this is the screen for all activity around your quotes.
This screen will show all your quote numbers and the date the quote was started and client the quote was raised for.
To activate the Print Quote column, change Status to "Quoted", until then it will state "Status is Active".
Print Quote - click Print Quote and a new option screen appears allowing you "Print", "Email" or convert Quote to "PDF". You can search for other quotes or select material list.
Estimate Allowances
Make any adjustments, select bank guarantee if required, Add a Retention percentage or Maximum percentage
The next 2 columns are the contact details name & contact number for this quote.
The remarks column allows you to add comments relating to each quote.
The Quoter column allows you to filter your quotes by the person who completed it.
To set up Quoter names you can do it 2 ways. Setting up job roles under security settings.
Or go to Company settings and open the switches tab. To set up Quoter select SW76 (change to Y) and SW16 (Change to Y and type in Quoter in the box).
Then go to set up Labour & Rates screen and the open the Quoter tab.
Click Add, then click in the highlighted field and type in the name/s.
The Status column is where you select what stage the quote is at.The Status defaults to "Active" until you change it.
You have 3 choices to select from "Active", "Quoted", and "Outstanding".
Double click on this field to change to response, continue until required response found.
Active - You are working of this quote.
Quoted - Quote has been finished and sent to client.
Outstanding - Quote needs to be followed up.
Accepted - When you select "Won" on the quote the Status will automatically change to Accepted.
Input - At any time you want to review your quote or make changes just click on the input button and the quote will be opened for you. When you close it will return you to this screen.
Once a Quote has been converted to a Job, the Job No. will appear in place of the Won button.
To open the Job, double click on the Job No., when you click OK you will be returned to this screen.
Recall Lost Quotes
This function allows to recall quotes you have selected as Lost, select recall lost quotes and the following screen appears:
Select the quote you want to recall and select Recall, the quote will then be reinstated into the Todo - Quote screen.
Along the bottom of the screen you have both a filter function and a search function.
Filter function - tick the selection you require and the screen will only show that selection of quotes.
Search Function - type in job number or client name to find your selection. This is an "active" search function, which means as you type the screen will continue to refresh showing results for that search.