All Quotations button

From this button you can manage the following features:

Search tab

The search tab provides selection criteria to find quotations, the criteria includes:

  • Enterprise Search on quotations

  • Customer code

  • Customer name (using * characters to act as wildcards)

  • Salesperson (During search, salesperson field is left blank here).

  • From and to status

  • From and to entry date

  • From and to valid to date

  • Quotation group

  • Quotation type

  • Sales manager

  • Customer order number

  • Related quotation number.

Open related options available include:

  • Print

  • Addresses

  • Create sales order

  • Work with sales order

  • Follow up

  • Change dates

  • Create marketing claim

  • Create new version

  • Change status

  • Reason text

  • Change (depending on the status of the quotation)

  • Copy (depending on the status of the quotation)

  • Delete (depending on the status of the quotation)

  • Display.

Grouped tab

The grouped tab allows you to create new quotation groups, manage quotations that are connected to each group and to view a full list of quotations. The features include:

Groups

This view provides a list of all quotation groups. The options available are:

  • New quotation groups

  • Change

  • Copy

  • Delete

  • Display.

Connected Quotations

This view provides a list of quotation linked to a particular group. The options available are:

  • New quotation version

  • Change status

  • Remove from quotation group.

Quotations

This view provides a list of all quotations and can be used to link into a particular group. The options available are:

  • Add to group

  • Change (depending on the status of the quotation)

  • Copy (depending on the status of the quotation)

  • Delete (depending on the status of the quotation)

  • Display.

Related tab

The related tab has three views that allows you to create new quotation relation groups, manage quotations that are connected to each relation group and to view a full list of quotations. The features include:

Relations

This view provides a list of all quotation relation groups. The options available are:

  • New quotation relation groups

  • Change

  • Copy

  • Delete

  • Display.

Related Quotations

This view provides a list of quotation linked to a particular relation group. The options available are:

  • New quotation version

  • Change status

  • Remove from quotation relation group.

Quotations

This view provides a list of all quotations and can be used to link into a particular group. The options available are:

  • Add to relation group

  • Change (depending on the status of the quotation)

  • Copy (depending on the status of the quotation)

  • Delete (depending on the status of the quotation)

  • Display.

Fulfillment tab

The fulfillment tab provides a view of my released quotations and is designed to track the status of the various records associated with a quotation. The screen shows the quotation headers and the quotation lines.

From the quotation header you can create a marketing claim.

From the quotation line you can access:

  • Work requests

  • Maintenance agreements

  • Long term rental agreements

  • Leasing agreements

  • Rental agreements

  • Maintenance customer orders.

Deal review tab

The deal review tab provides a view of the actual outcome of my released quotations. It is possible to compare the quoted sales and cost price with the invoiced price and actual cost.