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Requirement

 

To prepare a customer quoted materials job quotation. Materials quoted are despatched and invoiced from a job, at the quoted price.

 

Refer to JCQUOTE Quotes for further information on Quotes.

 

Refer to JCQUOTE5 Fixed Price (Sell Level) for further information on Quotes.

 

Overview

 

The required materials are entered and priced within the required quote level.

 

Using quote levels assists in two ways:

 

The quote is transferred to a job and items despatched and invoiced from the job via the Sales Order or Sales screens.

 

 

Procedure

 

Preparing Quote

Create a new quote with Quote Type = Standard, or copy an existing quote.

 

Enter and price materials under the required level headings.

 

If the material items are to be supplied ex stock the quantity value in the ExStock column will be the same as the Qty column.  If an item is to be purchased specifically for the job, zero the ExStock column. A Quote Special Buy Price window is presented. This screen enables the supplier, quantity and price to be recorded along with a note. The price entered becomes the item's cost price and will override the items current cost. A quantity greater than that required for the quote can be entered. The extra quantity will be treated as an inventory purchase.

 

Any number of Levels can be used to break the quote into logical sections or to provide quote options. You will see that these levels will be flagged as Accepted. When the quote is transferred to a job, levels not required can be unflagged.

 

Transfer Quote To A Job

 

From the quote screen:

 

The job number allocated will show on the quote.

Ensure that Job Type is set to Actual Cost or Quoted Materials.

 

 

Material quote lines cannot be changed after being transferred to a job. New items can be entered.        The job transfer can be reversed, but only items not yet invoiced will be reversed. Use the job inquiry screens to monitor the job against the quote.

 

Purchase orders can be automatically produced for those items that are not supplied exstock. These items are listed and a DateRequired can be entered.Purchase orders will be produced for each supplier and where there are different required dates for items, multiple supplier purchase orders are produced. The purchase orders will show materials allocated to the job/sub job or purchased for stock. A job inquiry will show the materials to be despatched and invoiced and the outstanding purchase orders for the job can be viewed.

 

 

To Despatch and Invoice A Job

 

Multiple despatches can be made against a job.

 

There are two options to despatch and invoice from a job:

 

 

Following the Sales Rep field, an Items To Invoice window is automatically opened when there are open jobs and where the invoice total is currently zero. Job indent items and / or Job Quotes can be selected.

Alternatively select the Select Job function <Alt+J>.

Note: For cash sale invoices, the job selection is not automatic.You need to use the Select Job function <Alt+J>.

 

 Options are:

 

Select Job Indent Items

Jobs that contain Indented items, or those items purchased direct and originated from a quote will be displayed. The items for each job are listed.

 

Select Job Quoted Materials

Jobs that contain items to be supplied direct exstock and originated from a quote will be displayed. The items for each job are listed.

 

 To select an item for despatch and invoice:

 

The items selected will now show on the invoice. Quantity changes made to the job items on the invoice will reflect back to the job. A Packing Slip, Pick Advice or Invoice can be printed.

 

Item prices cannot be changed for job quotes but can be changed for job indent items.

 

The job inquiry will show the items with the quantity selected shown. To view the linked documents for the line item use the View Links button. The documents associated with the line item are displayed.

 

 

 

Open quote jobs will automatically be selected following the Sales Rep field and where the sales order total is currently zero. Alternately select the Select Job function <Alt+J>

 

Jobs that originated from quotes will be displayed. The items for each job are listed. The items that are a special buy in are highlighted, while the other items are to be supplied from stock.

 

To select an item for despatch and invoice:

 

The items selected will now show on the sales order. Quantity changes made to the job items on the sales order will reflect back to the job.

 

The order has to be confirmed before being able to invoice or despatch it. Item prices cannot be changed.