Actions Button

Selecting the Actions Button will display further options for additional functions.

Copy Quote

Used to copy an existing quote, when copying an existing quotation it is possible to retain the original group reference by ticking the box.

Confirm the quotation is to be copied

Select Yes to open the new quotation, select No if the quotation is not to be opened.

Copy Quote Group

Used to copy all quotations in the same group, a table will appear to select the ones to copy and also attach files

Selecting Copy Quotes a confirmation box will appear

The new quotations will be given a new group reference with subsequent new quotation numbers.

Create Works Order

When quotation is to be converted to a works order.

Customer Order – enter Customer Order reference

Order Date – enter Order Date will default to Today’s Date

Delivery Date – enter Delivery Date of the order

Private Notes – enter any Private Notes that not to be viewed on the Job Card, double click in the field to open Rich Text window to customise the appearance of the text.

Public Notes – Enter any Public Notes that are to be viewed on the Job Card, double click in the field to open Rich Text window to customise the appearance of the text.

The Quotes to be converted window will appear, select all the relevant quotations to be converted

Quote Acceptance

Accepted – Tick this box to change the status of the quotation to Accepted

Rejected – Tick this box to change the status of the quotation to Rejected

Confirmation window of works order creation.

Yes to open the works order, quotation will remain in the background

No to close the confirmation window and return to the quotation

Create Request for Capacity Works Order

Creates a works order with a scheduler queue of Unconfirmed.

Yes to continue creating a works order

No to close the window

Customer Order – Enter Customer Order reference

Order Date – Enter Order Date will default to Today’s Date

Delivery Date – Enter Delivery Date of the order

Private Notes – Enter any Private Notes that not to be viewed on the Job Card, double click in the field to open Rich Text window to customise the appearance of the text

Public Notes – Enter any Public Notes that are to be viewed on the Job Card, double click in the field to open Rich Text window to customise the appearance of the text.

The Quotes to be converted window will appear, select all the relevant quotations to be converted

Yes to open the works order, quotation will remain in the background

No to close the confirmation window and return to the quotation.

Open Details & Schedule tab, the order will be set as un-confirmed tick Release to Scheduler

Scheduler Queue

Select the Scheduler Queue button to open the Scheduler Queue Management window, the un-confirmed order will appear in red.

Print Quote

Opens the print preview window for further printing options, also prompts to send an email.

Print current Quote

Prints the displayed quotation

Select from all Quotes with this Group Reference

Prints all quotes linked with the same Group Reference as the one displayed

Select from all “unfinished” quotes for this customer

Prints all quotes at an unfinished status for the current customer

Changing Status from Unfinished to Issued

In all cases of printing an option to change the status of quotation from unfinished to issued will be displayed.

Yes to change status to Issued

No to keep status as Unfinished

Email Quote

If a print preview is not required selecting the Email Quote from the menu will direct the print to Outlook, containing the PDF and any message setup within Tools – Setup.

Copy items from a Quote

Items added to Work Centres, Materials, Parts, Subcon and Tooling can be copied from one quotation to another.  Right click, select Copy Items from a Quote, this will open the Quote Search window.

Select the quote to copy from, the Copy from Quote window will appear listing all entries on the selected quotation.  Use Ctrl or Shift to select multiple entries.

Copy items from a Works Order

Items added to Work Centres, Materials, Parts, Subcon and Tooling can be copied from a works order to a quotation.  Right click, select Copy Items from a Works Order, this will open the Works Order Search window.

Select the works order to copy from, the Copy from Works Order window will appear listing all entries on the selected works order.  Use Ctrl or Shift to select multiple entries

Create and Attach a Warning

Warnings can be attached to a quotation for parts or materials (this is currently under redevelopment)

Right Click Options

These are replicated within the Action Button