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Quotes:
When you click on the Quotes button in the NavBar, you will be taken
to the Quotations Module and you will see the Quotation Form displayed.
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- Allows
you to enter the basic job information including; Job Name, Job
Location, Bid Date, Architect/Engineer, Film #, who generated the
quote, and Territory the quote is in.
- You
can also list standard terms for price protection and freight
in the Default set-up screens.
- The
program will give you and updated snapshot of the value of the
quote if you enter both pricing and counts.
- Allows
you to annotate the quote with public and private comments.
- Alllows
you to enter a list of recipients for customized quote generation
and track quote delivery date.
- Gives
you options to print / fax / e-mail quote to individual or all
recipients.
- Easy
entry of items based on Price List Module.
- Can
Categorize by Spec # (ex. FD-1), and order assemblies.
- Description
can be free-form modified.
- Calculates
Cost from List or Net price, or can enter Own pricing. Also enter
multipliers from drop down list or free-form enter them.
- Keeps
track of Quantities for total job value in Header Snapshot.
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