ACTIVANT TURNS. Quotation System. Version 3000

Transcription

1 ACTIVANT TURNS Version 3000

2 This manual contains reference information about software products from Activant Solutions Inc. The software described in this manual and the manual itself are furnished under the terms and conditions of a license agreement. The software consists of software options that are separately licensed. It is against the law to copy the software on any medium, or to enable any software options, except as specifically permitted under the license agreement. In addition, no part of this manual may be copied or transmitted in any form or by any means without the prior written permission of Activant Solutions Inc. From time to time, Activant makes changes to its software products. Therefore, information in this manual is subject to change, and the illustrations and screens that appear in the manual may differ somewhat from the version of the software provided to you. Created by: Yardley Technical Communication 2006, Activant Solutions Inc. All rights reserved. Activant and the Activant logo are registered trademarks and Activant Prophet 21 is a trademark of Activant Solutions Inc. All other company or product names are the trademarks or registered trademarks of their respective companies. Activant Solutions Inc Southfront Road Livermore, CA Version 3000 Publication Date:

3 Table of Contents QUOTATION SYSTEM OQS(OQM)...1 QUOTE BANNER...3 QUOTE EXERCISE QUOTE LINE ITEM OPTIONS...11 QUOTE EXERCISE QUOTE EXERCISE 3 - Creating a Saved Quote QUOTE EXERCISE QUOTE EXERCISE 5 - Copying From a Saved Quote QUOTE EXERCISE 6 - Processing a Saved Quote QUOTE EXERCISE 7 - Creating a Standing Order...22 QUOTATION SYSTEM OQM...23 CREATING PRICE RECORDS VIA QUOTES...26

4 QUOTATION SYSTEM OQS(OQM) Before starting to enter quotes, make sure the Order is activated thru System Options ZC(ZSU) and the Order Quotation Information has been entered. Check with your system administrator that this has been completed. TURNS SYSTEM SETUP ORDER QUOTATIONS Information # CONTROL INFORMATION STATUS CURRENT 1. STARTING QUOTATION NUMBER The order quotation system automatically assigns a number to each order quote. Enter the NEXT order quote number to be assigned. WARNING: Exercise extreme caution in changing this field if system is ACTIVE! 2. SECURE PRICE OVERRIDES... N Y = N = Change of price requires a system assigned password. This is a unique number generated via program ZC(PRCODE). Change of price does not require a password. 3. SECURE COST OVERRIDES... N Y = N = Change of cost requires a system assigned password. This is a unique number generated via program ZC(COCODE). Change of cost requires ONLY the cost override password assigned in the 'PASSWORD' phase of the program. 1

5 PRICING/DISCOUNT LOOKUP HIERARCHY MAINTENANCE (O)RDERS, (Q)UOTES, (C)ONTRACTS OR (RTN) QUOTE PRICING/DISCOUNT LOOKUP HIERARCHY MAINTENANCE SPECIAL HIERARCHY 0 PRICE AT COST Enter 1 or 0 to skip CUSTOMER HIERARCHY(CPCM) 0 CUSTOMER + PRODUCT CLASS Enter 1-3 or 0 CUST TYPE + PRODUCT CLASS '0' to skip 1 CUSTOMER PRICING HIERARCHY 2 CUSTOMER + ITEM NUMBER 0 CUSTOMER + PRODUCT CLASS Enter 1-12 or 0 CUST TYPE + ITEM NUMBER '0' to skip 0 CUST TYPE + PRODUCT CLASS 0 ITEM NUMBER 3 PRODUCT CLASS 0 CUSTOMER + VENDOR NUMBER 0 CUSTOMER + # 4 RETAIL PRICE(WAREHOUSE/ITEM) 0 BEST CUSTOMER REBATE COST 1 CUSTOMER CONTRACT LIST 0 CUSTOMER + VENDOR TYPE DISCOUNT HIERARCHY 0 CUSTOMER + PRODUCT CLASS Enter 1-3 or 0 CUST TYPE + PRODUCT CLASS '0' to skip 0 PRODUCT CLASS (U)PDATE, OR (RTN) TO END NOTE: The Pricing/Discount Lookup for Quotes should match the Pricing/Discount Lookup for Orders to insure consistent pricing. 2

6 QUOTE BANNER In order for the company name and address to print on quotes, a banner must first be set up for Quotes via Forms Banner Maintenance ZC (ZBANM). When Forms Banner Maintenance is accessed, the user is prompted for the organization code. The user then selects the type of form a banner is desired, in this case, "Q" for quotes. The user may specify whether the banner should print when the Quote is printed, faxed or both. NOTE: If licensed, Turns Forms Designer can also be used to create a quote form for printing or faxing. 3

7 ***QUOTATION PROCESSING*** OQ Price Quote Entry OQBC Quote by Customer Listing OQS Save Price Quotes OQP Saved Price Quote Purge OQL Saved Price Quote Listing WOI Work Order Inquiry OQBI Quote by Item Listing OO Order Processing II Enter Selection, (RTN) for the Z menu, (#) to change printer, or (E)nd 4

8 QUOTE EXERCISE 1 Dr. Steven J. Ayres just called up and needs a quote for the following items: 1 Aluminum Cabinet 1 Eye Wash Instruction Video 10 Boxes of Eye Cups 5 Boxes of Tylenol Add the following comment "This is a quote, please call to place your order" Print this quotation but do not save it. CUST # SHIP # QUOTE # C S U H S I T P ATTN ATTN 1.SLS ID 1: % 2: % 3: % 4: % 2.ENTERED BY 6.PRICE CODE 3.SOURCE CODE 7.WAREHOUSE # 4.BILL-TO # 8.CUST TYPE 5.TAX CODE 9.ORGANIZATION Enter Customer#, (,)Search, Item (I)nquiry, Item (M)aintenance, (SA)les Inq. Item/(P)rice Availability Inquiry, or (RTN) to end NOTES: If 'Display Comments' in Customer field = 'Y' then the customer comments will display If Customer is on Credit Hold then no quote can be entered. 5

9 EXERCISE 1 - continued. CUST # ME006 SHIP # QUOTE # C AYRES, STEVEN J MD S AYRES, STEVEN J MD U 8406 CLAY STREET H 8406 CLAY STREET S I T WESTMINSTER CO P WESTMINSTER CO ATTN ATTN 1.SLS ID 1: GP 100 % 2: 0 % 3: 0 % 4: 0 % 2.ENTERED BY DDS 6.PRICE CODE 1 3.SOURCE CODE 7.WAREHOUSE # M1 4.BILL-TO # ME006 AYRES, STEVEN J MD 8.CUST TYPE PHYS 5.TAX CODE CO ORGANIZATION ME Dr. Ayres does volunteer work at the Alpine Clinic LINE#, (S)HIP, (C)OMMENTS, (U)PDATE, (D)UPLICATE, (SA)LES INQ, ITEM/(P)RICE AVAILABILITY INQUIRY, (E)ND, OR (RTN) FOR ITEMS CUST # ME006 SHIP # QUOTE # OQ AYRES, STEVEN J MD AYRES, STEVEN J MD MARGIN: 0.00 COST: 0.00 TOTAL: 0.00 LN# BL# ITEM / DESCRIPTION QTY UNIT PRICE EX 001 CAB EA CABINET - ALUMINUM 0.00 (C)OMMITTED, (W)AREHOUSES, (P)/O'S, (S)UBSTITUTE, ORDER 1.00 Y NOTE: If you are entering a not-on-file item, Turns will search for price records for the not-onfile item if it is set up to do so based on a System Setup ZC(ZSU) Order Entry option. If the system is set up to look for not-on-file pricing, you may be prompted for a product class for the not-on-file item. This prompt is based on an additional System Setup ZC(ZSU) Order Entry option. 6

10 EXERCISE 1 - continued. CUST # ME006 SHIP # QUOTE # OQ AYRES, STEVEN J MD AYRES, STEVEN J MD MARGIN: COST: TOTAL: LN# BL# ITEM / DESCRIPTION QTY UNIT PRICE EX 001 CAB EA CABINET - ALUMINUM COST RETAIL PRC MARGIN /=drop ship, #=cust item, &=cost, +=taxable, <=backorder Price Inq(?), Comments(:), (IM), (IQ), Sales Inq($), ('^'+Line), (,)search, (;)Vendor Catalog, (LIST), (LISTC), (CANCEL), (E)nd CUST # ME006 SHIP # QUOTE # OQ AYRES, STEVEN J MD AYRES, STEVEN J MD ENTER PRINT FLAG OPTION: (Y)es,(N)o,(P)ick ticket only,(i)nvoice only 10 This is a quote, please call to place your order Y LN# COMMENT (CURRENT FILE = O1A ) PRINT FLAG 7

11 EXERCISE 1 - continued. CUST # ME006 SHIP # QUOTE # OQ AYRES, STEVEN J MD AYRES, STEVEN J MD TO SHIP BACK ORDERED ORDER TOTAL WEIGHT VOLUME GROSS DISCOUNT CASH DISC FREIGHT NON-TAXABLE + SALES TAX MISC = SUBTOTAL PAYMENT PAYMENT + - DEPOSIT 0.00 DEPOSIT 0.00 = NET AMT ARE AMOUNTS CORRECT? (Y/N/LIST/(CANCEL)/(D)ISCOUNT/(G)ROSS) Y 8

12 Example of printed quote: 05/05/05 April 15,

13 Example of printed quote with a banner: YOURCO 10

14 QUOTE LINE ITEM OPTIONS Some prefixes may be keyed in prior to the item number and provide special line item entry functions.! Price Override. The cursor will stop at the PRICE field and allow the operator to change the price. This may require a Price override code if the price field has been secured through System Discount %. The cursor will stop at the 'DISC%' field and allow the operator to change or enter the discount percentage. This 'line item' discount will display on the invoice. / Drop-Ship. The program will allow entry of Drop-Ship items as well as a cost amount.? Price Inquiry. The program will display the Item/Price Availability Inquiry screen. From here you can verify the price and availability by warehouse. : Line Item Comments. To add comments to the line item just entered, enter a colon (:) and press RETURN. To add comments to a previously entered line item, enter : plus the line number and press RETURN. & Cost Override. The program will allow an override of the cost amount in the item file. If secure cost override is not active, a password defined in the System Control file will be necessary to override cost. If secure cost override is active, a numeric password is required to be entered. + Taxable Y/N. The program will allow an override of the 'Taxable Y or N' default from the item master file. # Customer Item #. To specify a customer's item number, enter # plus a valid customer item number. IM/IQ Item Maintenance/Inquiry. The program will allow Item Inquiry (IQ) and Item Maintenance (IM). If the 'IMM DURING O/E' field is set to N in the System Control file (IM) will access Item Inquiry only.) < Backorder. The program will allow a backordered quantity to be entered in 'quote entry'. $ Sales History. To inquire on sales history, enter $ (for all items) or $ plus an item number for a specific item. ^ Go to line #. Enter an upward arrow (^) followed by the line number that is to be changed and press RETURN. 11

15 , Search. Enter the comma (,) alone to display a list of all items in the current warehouse, or enter the comma followed by some portion of the item number or description to narrow the search. ; Search Vendor Catalog. Enter the semi-colon (;) alone to display a list of all vendor catalog items, or enter the semi-colon followed by some portion of the item number or description to narrow the search. LIST LISTC CANCEL DELETE E List the quote line items. The LIST function allows you to redisplay ALL line items and remain in line item entry. List the quote line item comments. The LISTC function allows you to redisplay ALL line items with corresponding comments. Cancel the quote. To cancel a quote without saving any information, enter CANCEL on a blank line. The quote is canceled and cleared. Delete a line item. To remove a line item from the quote, go to that line item, blank the field then type in DELETE. The item is removed from the quote and the line can be reused. End. When you select E to end the line item entry, you will be advanced to the total screen so that the quote may be printed and or saved. 12

16 QUOTE EXERCISE 2 A new customer walks in and asks for a quote for 1 Kids First Aid Kit (a bill item), then confirms and agrees to place the order. Since this customer is a one-time customer, enter as CASH001. Make up your own ship-to name. Convert this to a one-step order. 13

17 When the customer number CASH is used in Quote Entry (OQ), the system allows the manual entry of both the sold-to and ship-to information. This provides more flexibility in providing quotes to noncustomers and still keeps track of individual quotes made to prospects. When a quote is saved, it can be recalled by entering H for help, then entering the CASH number. The system will display all quotes saved under this number and the user will need to know the dtae the quote was entered in order to select the correct prospect s quote. 14

18 ***QUOTATION PROCESSING*** OQ Price Quote Entry OQBC Quote by Customer Listing OQS Save Price Quotes OQP Saved Price Quote Purge OQL Saved Price Quote Listing WOI Work Order Inquiry OQBI Quote by Item Listing OO Order Processing II Enter Selection, (RTN) for the Z menu, (#) to change printer, or (E)nd OQS 15

19 QUOTE EXERCISE 3 - Creating a Saved Quote The Arvada Health Center has made a request for a quote today. They think they will be placing the order but probably not until tomorrow. They are requesting the following items: 10 Towelettes 15 Oxygen Masks 5 Pairs of Small Gloves 10 Pairs of Medium Gloves 5 Glucostix Print and save this quote. CUST # ME001 SHIP # QUOTE # OQ ARVADA HEALTH CENTER ARVADA HEALTH CENTER TO SHIP BACK ORDERED ORDER TOTAL Enter Quote Message: No Quote Message Saving Quote in progress: SQ 16

20 Example: 04/05/05 17

21 QUOTE EXERCISE 4 The Elms Haven Care Center wants a quote on the following items. They think they will order this often so make sure to save it. 2 Syrup of Ipecac 5 Tylenol 10 Scary Bandaids 18

22 QUOTE EXERCISE 5 - Copying From a Saved Quote The Elms Haven Care Center has just called and sounds like they are requesting the same quote you just entered for Arvada Health Center. Select the last quote you saved and dup it for this customer. CUST # SHIP # QUOTE # C ELMS HAVEN CARE CENTER S ELMS HAVEN CARE CENTER U BELLAIRE WAY H BELLAIRE WAY S I T THORNTON CO P THORNTON CO ATTN ATTN 1.SLS ID 1: GP 100 % 2: 0 % 3: 0 % 4: 0 % 2.ENTERED BY DDS 6.PRICE CODE 1 3.SOURCE CODE 7.WAREHOUSE # M1 4.BILL-TO # ME005 ELMS HAVEN CARE CENTER 8.CUST TYPE CLIN 5.TAX CODE CO ORGANIZATION ME LINE #, (S)HIP, (C)OMMENTS, (U)PDATE, (D)UPLICATE, (SA)LES INQ, ITEM / (P)RICE AVAILABILITY INQUIRY, (E),ND, OR (RTN) FOR ITEMS ENTER THE SAVED QUOTE # TO DUPLICATE, (H)ELP, OR (RTN) 19

23 EXERCISE 5 - continued. NOTE: When duplicating from a saved quote you are prompted to Reprice / Recost the new quote. REPRICE QUOTE? (Y/N/A) N N = Items will not be repriced Y = Items that have not had prices maintained will be repriced A = All Items, including those that have had price maintained will be repriced F = All items will have prices flagged as fixed prices RECOST QUOTE? (Y/N/A/R) N N = Items will not have cost recalculated Y = Items that have not had cost maintained will be recalculated A = All items will have cost recalculated R = Only items currently eligible for rebates will have cost recalculated F = All items will have costs flagged as fixed costs 20

24 QUOTE EXERCISE 6 - Processing a Saved Quote Select the quote you have just created and convert this to a 2-step order. 21

25 QUOTE EXERCISE 7 - Creating a Standing Order The Elms Haven Care Center has decided to start to order from you on a regular basis. Select their existing quote and convert it to a standing order. NOTE: See notes on the following page. 22

26 QUOTATION SYSTEM OQM The option (ST) for Standing order will display on the totals screen in Quote entry or the header screen in Saved Price Quote. See examples below: 1. OQ example - CUST # SHIP # QUOTE # OQ CHELSEA MEDICAL CLINIC CHELSEA MEDICAL CLINIC TO SHIP BACK ORDERED ORDER TOTAL WEIGHT VOLUME GROSS DISCOUNT CASH DISC FREIGHT NON-TAXABLE + SALES TAX MISC = SUBTOTAL PAYMENT PAYMENT + - DEPOSIT 0.00 DEPOSIT 0.00 = NET AMT (O)NE STEP, (T)WO STEP, (ST)ANDING ORDER, (P)RINT, (CANCEL), (L)INE ITEMS/COMMENTS, 2. Saved Quote Maintenance - OO (OQS) (S)AVE,P(R)INT/SAVE, OR (RTN) CUST # 5666 QUOTE MAINT. SHIP # QUOTE # SQ C CHELSEA MEDICAL CLINIC S CHELSEA MEDICAL CLINIC U E. MISSISSIPPI AVE H E. MISSISSIPPI AVE S I T AURORA CO P AURORA CO ATTN CHELSEA BATTLE ATTN CHELSEA BATTLE 1.SLS ID 1: % 2: 0 % 3: 0 % 4: 0 % 2.ENTERED BY aj 6.PRICE CODE 2 3.SOURCE CODE REF REFERRAL WAREHOUSE # AD 4.BILL-TO # BATTLE HEALTH ASSOCIATION 7.CUST TYPE 5.TAX CODE CO 7.200% 8.ORGANIZATION 00 ********* S U M M A R Y A M O U N T S ********* GROSS WEIGHT +SALES TAX -DISCOUNT +FREIGHT MISC -DEPOSIT -PAYMENT -CASH DISC =NET AMT (O)NE STEP, (T)WO STEP, (ST)ANDING ORDER, (P)RINT,(C)ANCEL,(L)INE ITEMS, (RTN) 23

27 Once you have selected the ST option, the system will display the following information which allows you to reprice or recost the quote according to the current price or cost for the items on the quote: CUST # 5666 QUOTE MAINT. SHIP # QUOTE # SQ C CHELSEA MEDICAL CLINIC S CHELSEA MEDICAL CLINIC U E. MISSISSIPPI AVE H E. MISSISSIPPI AVE S I T AURORA CO P AURORA CO ATTN CHELSEA BATTLE ATTN CHELSEA BATTLE 1.SLS ID 1: % 2: 0 % 3: 0 % 4: 0 % 2.ENTERED BY aj 6.PRICE CODE 2 3.SOURCE CODE REF REFERRAL WAREHOUSE # AD 4.BILL-TO # BATTLE HEALTH ASSOCIATION 7.CUST TYPE 5.TAX CODE CO 7.200% 8.ORGANIZATION 00 ********* S U M M A R Y A M O U N T S ********* GROSS WEIGHT +SALES TAX -DISCOUNT +FREIGHT MISC -DEPOSIT -PAYMENT -CASH DISC =NET AMT REPRICE QUOTE? (Y/N/A) N N = Items will not be repriced Y = Items that have not had prices maintained will be repriced A = All Items, including those that have had price maintained will be repriced F = All Items will have prices flagged as fixed prices RECOST QUOTE? (Y/N/A/R) N N = Items will not have cost recalculated Y = Items that have not had cost maintained will be recalculated A = All items will have cost recalculated R = Only items currently eligible for rebates will have cost recalculated F = All items will have costs flagged as fixed costs 24

28 Once the Repricing and Recosting prompts have been answered, the system displays the Standing Order control screen (SOE). 04/01/05 The quote header information transfers to the standing order header where the user can maintain if necessary. C CHELSEA MEDICAL CLINIC S CHELSEA MEDICAL CLINIC U E. MISSISSIPPI AVE H E. MISSISSIPPI AVE S I T AURORA CO P AURORA CO ATTN CHELSEA BATTLE ATTN CHELSEA BATTLE COMPLETE TWO STEP ORDER-- 1. SLS ID 1 AG % 100 ADAN SLS ID 2 % 0 SLS ID 3 % 0 SLS ID 4 % 0 2. DATE ORD D 04/01/ DATE WANTED 3. TAX CODE C 4.000% 12. TERMS CODE T1 NET 45 DAYS 4. SHIP VIA FEDEX 13. F.O.B. DESTINATION 5. PRICE CODE SOURCE CODE REF REFERRAL 6. WAREHOUSE # AD 15. ENTERED BY A TRAN TYPE DI 16. ORGANIZATION AH 8. CUST. P/O# STANDING ORD# ST SMTWTFS 9. CREDIT CARD E/D A/C NO SCHD 10. BILL-TO # BATTLE HEALTH ASSOCIATION 17. CUST TYPE MED CUST # 5666 MAINTENANCE SHIP # ORDER # ST CHELSEA MEDICAL CLINIC CHELSEA MEDICAL CLINIC ** Order Total: ** LN # BL # ITEM / DESCRIPTION QTY UNIT PRICE EXT 001 AN BX COTTON BALLS FREQUENCY CODE.... NO 4. DOLLAR LIMIT RELEASE DAY DOLLARS COMMITTED RELEASE DAY DOLLARS SOLD NEXT RELEASE /23/98 DOLLARS AVAILABLE MAXIMUM TIMES FINAL RELEASE RENEWAL DATE TIMES RELEASED HOLD FLAG LAST RELEASED LAST ORDER # Enter the date of the next release Release control is ON DEMAND - reference only 25

29 CREATING PRICE RECORDS VIA QUOTES Once a quote is completed, you are prompted for the following: (O)NE STEP, (T)WO STEP, (ST)ANDING ORDER, (I)TEM PRICE RECORDS, (P)RINT, (CANCEL), (L)INE ITEMS/COMMENTS, (S)AVE, P(R)INT/SAVE, OR (RNT) When (I)TEM PRICE RECORDS is selected, you will be prompted to answer the following: CREATE ITEM PRICE RECORDS: Y = N = A = REPRICE QUOTE? (Y/N/A) Items that have not had prices maintained will be repriced No items will be repriced All Items, including those that have had price maintained will be repriced NOTE: This feature may be used to read the current price record in effect for the line item on a saved quote and then create customer/warehouse specific price records. Y = N = A = R = RECOST QUOTE? (Y/N/A/R) Items that have not had cost maintained will be recalculated Not items will be recosted All items will have cost recalculated Only items currently eligible for rebates will have cost recalculated NOTE: This feature may be used to recost line items based on the current order/rebate cost for the line item (most likely used for saved quotes). C = B = (C)USTOMER OR (B)ILL-TO Customer specific price records will be created Bill-To specific price records will be created NOTE: This prompt will appear only when a bill-to is referenced on the quote header. Y = N = P = M = U = Q = E = Y = N = WAREHOUSE SPECIFIC? (Y/N) Warehouse specific price records will be created Non-Warehouse specific price records will be created (P)RICE, (M)ARGIN, OR MARK(U)P Price records based on fixed price will be created Price records based on margin will be created Price records based on markup will be created (Q)UANTITY OR (E)XTENSION Price records based on quantity breaks will be created Price records based on extension breaks will be created OVERWRITE CURRENT PRICE RECORDS? Will overwrite any current price records Will skip items which already have price records set up Upon answering all the prompts, the specified price records will be created and the user will be returned to the (O)NE STEP, (T)WO STEP...prompt. These price records may be viewed via Price Maintenance D(IPM) or by printing the Price Listing DBL(IPL). 26

30 April 16, 2005 ***QUOTATION PROCESSING*** OQ Price Quote Entry OQBC Quote by Customer Listing OQS Save Price Quotes OQP Saved Price Quote Purge OQL Saved Price Quote Listing WOI Work Order Inquiry OQBI Quote by Item Listing OO Order Processing II Enter Selection, (RTN) for the Z menu, (#) to change printer, or (E)nd OQL 27

31 SAVED PRICE QUOTE LIST QUOTE # (R)ANGE OR (L)IST CUSTOMER (R)ANGE OR (L)IST WAREHOUSE (R)ANGE OR (L)IST PRINT TO SCREEN FOR INQUIRY? No ARE THE ABOVE CHOICES CORRECT? (Y/N/E) Y NOTES: This report is sorted by warehouse. The report lists the details of each quote line item, including quantity, unit, price, cost, disc%, margin and extension. 28

32 04/01/05 April 5, /01/0 03/15/05 03/15/05 03/15/05 29

33 04/01/05 April 5, /01/05 30

34 04/01/05 April 5,

35 April 16, 2005 ***QUOTATION PROCESSING*** OQ Price Quote Entry OQBC Quote by Customer Listing OQS Save Price Quotes OQP Saved Price Quote Purge OQL Saved Price Quote Listing WOI Work Order Inquiry OQBI Quote by Item Listing OO Order Processing II Enter Selection, (RTN) for the Z menu, (#) to change printer, or (E)nd OQBI 32

36 QUOTE BY ITEM LISTING WAREHOUSE# OR (ALL) M1 PRINT TO SCREEN FOR INQUIRY? No ENTER QUOTE NUMBER RANGE: STARTING ENDING ARE THE ABOVE CHOICES CORRECT? (Y/N/E) Y NOTES: This report is sorted by Warehouse / Item number. The report includes Customer#, Name, Quote #, Quote line #, Item, Price, Discount%, Line extension. This report is also Subtotaled by Item. 33

37 04/01/05 April 5,

38 April 16, 2005 ***QUOTATION PROCESSING*** OQ Price Quote Entry OQBC Quote by Customer Listing OQS Save Price Quotes OQP Saved Price Quote Purge OQL Saved Price Quote Listing WOI Work Order Inquiry OQBI Quote by Item Listing OO Order Processing II Enter Selection, (RTN) for the Z menu, (#) to change printer, or (E)nd OQBC 35

39 QUOTE LISTING BY CUSTOMER WAREHOUSE# OR (ALL) M1 PRINT TO SCREEN FOR INQUIRY? No ENTER QUOTE NUMBER RANGE: STARTING ME001 ENDING ME005 ARE THE ABOVE CHOICES CORRECT? (Y/N/E) Y NOTES: This report is sorted by warehouse / customer #. The report includes all the quote details by customer. This report is subtotaled by customer #. 36

40 April 5,

41 April 5,

42 April 5,

43 ***QUOTATION PROCESSING*** OQ Price Quote Entry OQBC Quote by Customer Listing OQS Save Price Quotes OQP Saved Price Quote Purge OQL Saved Price Quote Listing WOI Work Order Inquiry OQBI Quote by Item Listing OO Order Processing II Enter Selection, (RTN) for the Z menu, (#) to change printer, or (E)nd OPQ 40

44 SAVED ORDER QUOTE PURGE QUOTE # (R)ANGE OR (L)IST CUSTOMER (R)ANGE OR (L)IST WAREHOUSE (R)ANGE OR (L)IST PURGE BY (D)ATE SAVED OR E(X)PIRATION DATE When purging by expiration date, quotes with a blank expiration date will not be purged PURGE ALL QUOTES SAVED ON OR BEFORE or PURGE THROUGH EXPIRATION DATE PRINT TO SCREEN FOR INQUIRY? No (Y)ES (N)O (C)HG (E)ND ARE THE ABOVE CHOICES CORRECT? (Y/N/E) Y DID THE LIST PRINT CORRECTLY? (Y/N) Y By answering N the purge is canceled. By answering Y the selected Quotes are removed from the file. 41

45 April 5, 2005 April 5,