Quote Search Screen A BC A.Search for existing quotes (refresh) B.Begin a new quote C.View Templates (saved style lines created by dealership/salesperson
Quote Maintenance (entry) BDC 1 2 B.Begin a new quote C.View Templates (saved style lines) D.Return to Quote Search screen (remember to click SEARCH to refresh screen) 1.Select “Cabinets” or “Doors” (future) 2.Add Template (Style Line) - Saved style line templates are added to the order from this selection. Using a saved template bypasses style line entry.
Quote Maintenance (Style Line entry) BDC * B.Begin a new quote C.View Templates (saved style lines) D.Return to Quote Search screen (remember to click SEARCH to refresh screen) Enter cabinet “global”/style line * Indicates mandatory selection Automatically advances through all mandatory selections
Quote Maintenance (Grid Screen/Order Entry) 1 2 3 4 5678a8b 9a9b1011 12 13 1.Add another style line 2.Add another style line (using saved template) 3.Style line summary – modify by clicking “SELECT” 4.Item = Style Line number, Select = Choose Style Line to work with, Lines = configuring represents selected style line 5.Quantity of item required 6.Product Number = code (magnifying glass pulls up Search window) 7.Handing (R, L, B, N)
Quote Maintenance (Grid Screen/Order Entry – cont.) 1 2 3 4 5678a8b 9a9b1011 12 13 8.Finished Ends (P = Premium, F = Finished) 9.Mods & Accessories/Configure – link takes user directly to mods (individual item); check box reminds system to run checked cabinets through mods in order prior to completion (group) 10.Price – dealer net price including all upcharges 11.Remove – check items to remove and click “UPDATE” 12.Update – process currently entered grid information 13.Finish – takes user to Quote Maintenance/Review
Quote Maintenance (Mods & Accessories - Configuration) BDC* Select modification “frame” (group), enter mods as desired. Note: “Frequently Used Modifications”
Quote Maintenance (Review) 12 3 45 6 7 8910 Mandatory entry 1.Reconfigure – modify style line information already selected 2.Add Products – add additional items to this style line (returns to Grid/Entry) 3.Resequence Products – changes order/item numbering 4.Remove – removes selected (checked) item(s) 5.Copy – copies selected (checked) item(s) 6.Reconfigure – modify cabinet item 6
Quote Maintenance (Review) 12 3 45 6 7 8910 Mandatory entry 7. Qty – quantity of item ordered 8. Cancel Quote – cancels quote being entered 9. Copy Quote – copies quote to a new number (access copied quote by selecting View Quotes/Search and click on quote # 10. Convert Quote – Begins conversion process to make Quote into Sales Order 11. Add new Style Line 6 11