Creating A Customer Quote/Vendor Bid

Modified on Wed, 14 Oct 2020 10:02 by Freddy Donovan Categorized as Quoting
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===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.


[imageauto||{UP(RFQ)}RFQ Import.png]


===Fields===


'''RFQ Imp:'''  This button allows you to import a CSV formatted spreadsheet to create lines on an existing quote.  An example of the spreadsheet can be downloaded [{UP(RFQ)}Test import.xls|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. In order to import a Quote line successfully, the 'VENDOR SKU' column entry must match an existing Adjutant item code.

This functionality is enabled with the RFQIMPORT1 setup option.  

The RFQMAP1 Rule Maintenance record must be set up to define the import column headings. More information on the rule can be found [RULE-RFQMAP1|HERE]. 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 [image||{UP}/Generate Bids Button.jpg].

'''Step 5:''' In the [^{UP}/Generate Vendor Bids Screen.jpg|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  [image||{UP}/Update Bids Button.jpg].


'''Step 7:''' In the [^{UP}/Update Vendor Bids Screen.jpg|Update Vendor Bids Screen], enter in the costs vendors submitted(double click inside the cost box to edit costs)

'''Step 8:''' In the [^{UP}/Update Vendor Bids Screen.jpg|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 [image||{UP}/Update Bids Button.jpg] again, select winning bids (in yellow) and press '''Update Quote''' again

'''Step 10:''' Finally, click the Convert to Order Button [image||{UP}/Generate Orders Button.jpg] (this generates PO’s and SO’s)


===Security/Screen Options===


For more information on converting and generating orders, visit: [convrfq|Convert Quote and Generate Orders]
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Creating A Customer Quote/Vendor Bid
