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Page History: Creating A Customer Quote/Vendor Bid

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Page Revision: Tue, 13 Oct 2020 11:27

Table of Contents [Hide/Show]    General Description    Fields    Security Tokens    Step By Step Instructions for Creating a Vendor Bid from a Customer Quote    Security/Screen Options

General Description¶

Default Menu Location: Transaction >> Quotes >> Customer Quotes

Screen Name: RFQ

Function: To create customer quotes with the possibility of converting them to a sales order.

Fields¶

RFQ Imp: This button allows you to import a spreadsheet to create lines on a quote. This functionality is enabled with the RFQIMPORT1 setup option. An example of the spreadsheet can be downloaded HERE. One thing to not is column B needs to be labeled 'VENDOR SKU' -- that's how the program identifies the header row. The other column headings need to be defined in the RFQMAP1 rule.

Security Tokens¶

Special 17 - NO CHECK TAXABLE: If checked, the user is prevented from accessing the 'Taxable' checkbox in Line Item Entry.

Special 18 - EDIT PGROUP: If checked, the user is allowed access to edit the Customer Price Group drop down in Line Item Entry.

Step By Step Instructions for Creating a Vendor Bid from a Customer Quote¶

Step 1: Open Add/Change/Void Customer Quotes screen

Step 2: Fill in Sold To and corresponding info

Step 3: Save and fill in line items

Step 4: Click the Generate Bids Button .

Step 5: In the Generate Vendor Bids Screen, check the boxes for corresponding vendors you would like to send bid to and press GENERATE

Step 6: Once Vendors have responded to the bids with costs/pricing, open the bid back up, and click the Update Bids Button .

Step 7: In the Update Vendor Bids Screen, enter in the costs vendors submitted(double click inside the cost box to edit costs)

Step 8: In the same screen, click Use Lowest Cost (if you want to use this) and click Update Quote

For more information on this process, visit: Update Customer Quote

Step 9: Click Update Bid Button again, select winning bids (in yellow) and press Update Quote again

Step 10: Finally, click the Convert to Order Button (this generates PO’s and SO’s)

Security/Screen Options¶

For more information on converting and generating orders, visit: Convert Quote and Generate Orders