This program is used for estimating and quoting rental or sales
charges, without relieving inventory quantities or checking
availability.
Entering Quotes is similar to the Contracts process.
Quotations for sales and/or rentals can be converted to a
Reservation or to a Contract, but only sales quotes can be
converted to an Invoice.
For information on Sales versus Rental Quotations refer to Quotations Overview.
To view an existing quote, a window is provided in the Quotation# field, as outlined in Quotation Search.
The Rental Quote also respects the separate Company Security Parameters to Prompt for Clerk flag.
These default Status Codes can only be changed or updated if the operator has Security Role Permissions flagged in the "Miscellaneous" window giving Access To Quotation Status Codes.
Comments:
This window is only accessible when reviewing an existing Quote, to
view the associated notes as outlined in Document Comments.
Name Check List:
This window to accesses the Name Check
Select information on this document.
Default Tax Codes:
Window to review and set the Default Tax
Codes.
Off Rental Reason Codes:
Window to review and set the Valid Off Rent
Reason Codes for this document.
No Charge Weekends:
Window to review and set the No Charge
Weekends information for this document.
Business Source:
Window to review and set the Business Source
for this document.
A flag in the Required Document Information of the
Company Contract Parameters, can be set to
make the Business Source a mandatory field on counter documents
including Contracts, Invoices, Reservations, Quotations, and
Worksheets.
When a Business Source is mandatory on a document, the Blank code
is not allowed even if there is a blank code record in the Business Source Codes table.
File Attachments:
Window to review and set any File
Attachments associated with this document.
The link to an attached document will be passed on to any resulting
documents created by converting the quote.
Created By:
In Change Mode window to view the date and time this document was
created and whether it was Staff that created the document through
the application, or whether it was a a Customer or Salesman that
initially created the original document request through Web
Services or Portal.
The associated email address is displayed.
Document Email:
Window to review and enter an Email Address associated with this
document.
This value is used by the 'Logic Platform' in the search
utility to find a document.
It is not used for actual emailing at this time.
Refer to Quotation Details for details on entering the product details.
ACTIONS:
Additional actions provided by buttons on
the Quotations screen include:
To delete an existing quote, click the DELETE
button before selecting the document number, as outlined in
Delete Quotations.
Convert to a Reservation, Contract, or Invoice:
The operator role permission can be setup in the Document Field
Access window of the Security Roles to
enable or disable this button.
Click the CONVERT button before selecting the quotation number that is to be converted and select one of the following actions:
Select Reservation to convert a quote for rentals and/or
sales to a reservation as outlined in Convert
Quote to Reservation.
This convert option also copies any "Deposit Required" amount to
the resulting reservation.
Select Invoice to convert a quote for only sales items
directly to an invoice as outlined in Convert
Quote to Invoice.
This convert to an invoice option is only provided if the selected
Quote# is "Auto Assign" or if the sales product details for
the selected Quote# all have valid quantities, there are no
Groups or rental products on the quote, and there is no deposit
taken on that quote.
Note: If any attachments such as images or external documents are linked to the source Quote, they will also be linked to the document resulting from a convert action.
Generate a Copy of a Quote:
Click the CLONE button to create a new Rental Quote
by copying the details from another existing quote as outlined in
the Clone Rental Quote utility.
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