Quote Tab

Quote tab collates all production information in one easy to view screen.  It can be split into sections making it easy to navigate, blue shaded and white areas

Blue shaded area

Quote No – quote number, automatically populated from number stack

Group No – group quote number when using multiple or same group options, this number can be manually adjusted to group quotations that were not linked previously.

Prepared – select date quote was prepared, this is automatically populated but can be adjusted accordingly.

Status – status of the quote (see Status Definitions for full descriptions)

Follow Up – date the quote needs to be followed up if not at a status of accepted

Delivery – date of delivery if known at time of quotation creation, this can be left blank

Customer – use the search button to retrieve customer from database

Location – use the search button to retrieve delivery address from database

Contact – contact for this customer; email correspondence will be sent to this contact if email address is present.  Use the search button to change the contact detail.

Cust Enq – customer order number

Pricing Unit – free type to indicate how the quote line is being priced e.g. each, per 10.

Print Qty/Price breaks? – if price breaks have been applied to the part tick this box to display on quotation document. Please note: quotation document will require adjusting.

White area

Part No/Issue – part number detail from part database

Drawing/Issue – drawing number detail applied to part record

Description – description is automatically populated from part database detail

Order Qty – quantity ordered by customer

Plan Qty – quantity planned to manufacture

Assy Level – if this quotation is an assembly this box indicates the level within the assembly

Current Stock – indicates whether this part is in stock, part must have an issue number to activate

Quarantine – indicates whether this part is in quarantine, part must have an issue number to activate

Assy Top Level – tick box to indicate this is the assembly top level

Long Description – enter additional information relating to the manufactured part

Method – used to identify method processes, also used as a search function

Lead Time – free type field to include the lead time on quotation

Schedule Date – enter a schedule date