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Page History: Creating A Customer Quote/Vendor Bid

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Page Revision: Tue, 13 Oct 2020 11:51

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. (Spreadsheet must be converted to .csv format before importing.) One thing to note 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. All measurements for configurations (length for example) needs to be expressed as inches. For example, enter '144' for 12 feet.

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