Quotation

A Quotation is a list of parts that
go to make up an "estimate".
Quotations can be in two formats, one,
where items are added from the product
list, or in an 80 line text box, where
you can type what you want. The two can
be combined, where the text box is used
for an extensive description, and the
items added to provide pricing and costing.
You can determine at any time the cost
of a quotation as it will be re-costed
on access, using the latest current costs
associated with it`s included parts,
though sales prices will be fixed unless
you change them. Parts included in a
quotation, do not have to be in the
product list. Bills of material can be
imported into a quotation, where just

the "header" item will be shown, but
the sub list is available for checking.

There can be bills of material inside bills
of material, down to at least nine levels,
(recursion). A quotation can be imported
into a bill of materials. The main difference
between a quotation and a BoM, is that a
quotation is usually a fixed price (sales),
whereas a BoM should reflect constant
changes in all pricing. On a quotation,
the cost price will be recalculated on
every access. A quotation can be
copied to a new blank one, so you do
not need to re-type repetitive quotes,
and you can just make adjustments
in the new one, as necessary.

Screen shot. [Colors, fonts, text and Icons, User configurable].

List options	The Quotation list. Go to top of page
Use F5	To add a quotation.
Use F6	to access the quotation header, and edit items like description, customer, etc.
Use F8	To delete an unwanted quotation. If you re-use a deleted code, all the history will be returned to this code, as transaction records are never deleted.
Use Enter	to access the quotation items list, and add or amend items.

Quotation header	Go to top of page
Code or number	12 digit alpha-numeric code to give to this quotation. Fast search for this item.
Operator	Who is opening this quotation.
Date	The date this quotation is opened.
Customer	The customer code to whom you link this quotation. It is preferable to have the customer in the customer file, even if there is no trade with this customer "yet", but you can use the code AAA000, which is our internal code for cash sales.
Registration number	An alternate 12 digit alpha-numeric code to give to this quotation. Fast search for this item.
Description	40 digit description.
Details	Four more fields of 40 digits each, for general details of the quotation.
Price	Prices 1,2, or 3 will link this quotation to the relevant price levels in the product list. Level 9 designates a fixed price, the value of which you put in the next field.
Value	The sales value of the quotation.
Text field	The text field has a total of eighty lines, for you to type what you like. This is not normally necessary in the auto industry. Unfortunately, this text field does not have many user friendly editing features.

When selecting items for Bill of Material or Quotation, the inventory or product list can contain as many items as you want, and they do not have to be "stock" items. We use this list to prevent repetitive typing of commonly used items, and "items normally kept in stock" are identified by having a Reorder Point set. Labour items, linked to the internal labour code, can also be in this list, and are shown as such by the & sign.

Line items Go to top of page	The screen to add or amend line items in your quotation or bill of materials.
Line number	Items can be moved up or down in the list, by allocating line numbers. Just moving one item will renumber all the others.
Sales level	The pre selected sales price level, determined on the quotation header.
Product code	The part number of the item to be included. You can use a fullstop here to bypass the product list, and then enter anything you like in the description field. See also "correct code" below.
Description	The description of the item.
Each or multiple	Right click to choose each or multiple. By default, we use each, as in most cases it is an item that is being included, but there are 3 quantity fields, (by default, the other two are quantity 1) to enable cubic or square measure, ie, square plate can be designated as 1.500 x 1.200 x 1, which will give a composite quantity, which will in turn calculate the cost and sales prices.
Quantity	The initial quantity, which, if multiple, will give a composite quantity by multipling against the other two quantity fields.
Current cost	The lates cost paid for the item, off the product list.
Sales price	The sales price attached to this item.
Department	The category attached to this item in the product list.
Discount	Discount given the customer, in quotation only.
Insist on correct code ?	Toggle this option on/off, to insist on code (part number) validation for quotation only. This will allow part numbers not in the product list, to be entered as part numbers.

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