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Quote Types

 

Standard

 

Used to prepare a customer quotation.

 

 

Template

 

Generally used to produce trade price books. Selection of a promotion price for items is ignored using this type. However using the Recompute Function Update Prices allows promotion prices to be selected.

 

 

Kit Controlled

 

Uses kits to create a customer quotation.

 

Refer to JCQUOTE1 Quoted Material for further information on Quotes.

 

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

 

 

Obsolete Productions

 

A function is available to list the obsolete products in the quote and to delete these products. Obsolete products are not included in price books.

 

 

Billing Types

 

When creating a job you will be required to select one of these billing types. The billing type dictates how customer invoicing is to occur and how the quoted material items are taken from stock and charged to the job.

 

This is a fixed price quote - the quote total is what the customer will expect to be billed. Billing can occur at any time and is initiated from the job.

The items quoted are despatched to the the job, and more or less items can be despatched. The despatch process takes items out of stock.

NOTE: the items charged to the job are not used when creating an invoice. A job sundry invoice can be created for additional charges.

Items supplied from purchase orders will be charged to the job when an indent receipt is created.

 

This is a quote where items have been quoted and the customer will be billed based on the quantity despatched.

Billing occurs from the sales and despatch screens. Only those items included in the quote can be despatched at the quoted price.

Items supplied from purchase orders cannot be invoiced until an indent receipt is created.

 

This is a quote where items have been quoted and the customer will be billed based on the quantity and items charged to the job. Generally this will occur from job and time sheets and purchase orders.

 

Billing occurs from the job. Only those items included in the job, and unbilled at the time of invoicing, will be invoiced.  Job sundry invoices can also be created.

 

4.        Fixed Price (Sell Level)

This quote type allows you to create a quote by detailing materials and labour in a normal manner with the additional functionality of creating a separate Sell Level option.The Sell Level option is what the customer will see when a Customer Copy of the quote is printed.

 

 

Item Input Types

 

Items are selected from the Product Masterfile. For non inventory items the Class code on the Product Masterfile has to be completed to be able to select any of these items. The valid Class codes are:

 

Code

M        Materials

L        Labour

P        Plant

S        Sub Contracts

 

The Activity code on the Product Masterfile can also be completed by selecting the appropriate activity from the list. The activity needs to relate to the class. The activity code is then used as the default activity code.

 

 

Materials

 

Allowable items include any inventory item or any non inventory item with a Class code of M.

 

 

Special Sale Issue Units

 

If an item is sold using special sale issue units, access to the Special sale issue units field is available. The use of this field has the following features:

 

Sales can be by:

 

 

If the selling Stock Location does not have serial number or packet tracking the input options are:

 

If the selling Stock Location is controlled by serial number or packet tracking the input options are:

 

To select packets or to enter packet or loose lengths, <F5>  from the Special sale issue units field.

 

For Loose lengths (LO) the total length to be invoiced can be entered directly into the Qty column. However, to record the length and pieces sold, <F5> from the Special sale issue units field.

 

Once pieces are entered for a sale you must always Zoom to the Maintain Pieces screen in order to change the Qty.

 

Refer to Sales/Despatch Options for setup information.

 

 

Non Inventory

 

Allowable items are any non inventory item with a Class code of P, L or S.

 

The Class field on the Product Master File is used to determine the analysis into Plant, Labour and Sub Contracts.

 

 

Quote Levels

 

Any number of Levels or Options can be incorporated into a quote. To insert a new level after an existing level press F4. Levels following the insertion point will be resequenced.

 

The quote levels can be used to include options within a quote. Use the Accepted? field is used to control what levels have been accepted and therefore are to be transferred to the job.

 

 

Pricing Options

 

There are two pricing options available:

 

Will select the item price based on the pricing routine being used and the customer's special pricing. The customers special pricing table is used as the default. Any of the other special pricing tables can be selected.

 

Will select the item price based on the cost price plus the Cost Plus % entered.

 

There are separate pricing options for materials and non materials.

 

Changing the pricing options or changing the cost plus % will cause the prices of all items to be recomputed. Individual item price changes can be made by using the Price button.

 

Pricing options can be changed for the whole quote by selecting the Recompute Option, or can be changed at the Inventory and Non Inventory levels.

 

Where the same item is quoted in different options within a quote, the price and any special buy in details of the existing item is used.

 

To change the UOM, the Qty needs to be zero. Change the Qty to zero and <Arrow off the line and then back onto the line> or <Ctrl + M> and you will then be able to change the UOM.

 

Promotion Price

A promotion price will not be selected where the Quote Type is a Price Book. For a Standard Quote promotion prices will be selected using the quote date.

 

 

Item Descriptions

 

The item description for a quote can be changed from that held on the inventory file. Item description changes made to the inventory file are not reflected through to existing quote transactions.

 

For a Template type quote, when the quote is recomputed or copied to another quote, the item descriptions are updated to that held on the inventory file.

 

For a Standard quote the option to update item descriptions is given when a standard quote is being copied. The new quote transactions will have updated item descriptions.

 

 

To Delete A Quote

 

Change the Status to Closed or Declined. You cannot delete a quote when it is linked to a job.