Quoting Website User Manual. Diamond Plastics Corporation 2/24/2012

Transcription

1 P a g e 1 Quting Website User Manual Diamnd Plastics Crpratin 2/24/2012

2 P a g e 2 Cntents Intrductin... 3 Lgin... 4 Hme Page... 5 Accepted Qutes... 5 Rejected Qutes... 5 Prvisinally Submitted Check Failed... 5 Submitted t Sales VP fr Further Review... 5 Qutes Cnverted Int Order... 5 Exprt Qute Lg... 6 Mdify Qute Custmers... 7 New / Edit Qute... 8 Custmer Infrmatin / Terms... 8 Jb Infrmatin / Ntes... 9 Qute Detail... 9 Trucklad Detail Qute Pricing Optins Rep Infrmatin Quick Qute Submit Qute Availability Qute Lkup Wrk With Active Qutes Wrk With Expired Qutes Reprts... 17

3 P a g e 3 Intrductin This guide is intended t serve as a general verview f the quting website. T access the website, navigate yur brwser t This website requires a mdern brwser with JavaScript enabled. The recmmended brwser versins are Internet Explrer 9.0 r higher, Mzilla Firefx 10.0 r higher, Ggle Chrme versin 16 r higher, r Apple Safari 5.0 r higher. Because the site is HTML and JavaScript based, it is accessible n any device that is capable f running ne f the brwsers listed abve. This includes desktp and laptp cmputers, smart phnes, tablet cmputers, etc.

4 P a g e 4 Lgin When navigating t the site, users are prmpted with a user id and passwrd t lg in. This user id and passwrd cmbinatin must be btained frm Diamnd Plastics. Each sales rep agency may have as many lgins created as they wish t have lgins fr the site. After entering the user id and passwrd, click the Lgin buttn t be authenticated and directed t the site s main page.

5 P a g e 5 Hme Page Upn successful lgin, users are directed t the site hme page. This page is als available at any time by clicking the Hme link in the gray menu bar at the tp left crner f the screen. Under the Qute Status heading at the tp f the page is a Rep Name drp dwn. Changing the value in this drp dwn will relad the page s infrmatin depending n which rep name is selected. Here is a listing f the data available in the tab pane: Accepted Qutes These are submitted qutes that have either been autmatically apprved by the quting prcess, r they have been initially rejected, but then later apprved by the Sales Vice President. Rejected Qutes These are qutes that were initially rejected by the quting prcess, and then subsequently als rejected by the Sales Vice President. Prvisinally Submitted Check Failed These are qutes that failed the autmatic apprval prcess, but have nt been passed nt the Sales Vice President fr apprval. Submitted t Sales VP fr Further Review These are qutes that failed the autmatic apprval prcess, and are awaiting the apprval f the Sales Vice President. Qutes Cnverted Int Order These are apprved qutes fr which a purchase rder has been received frm the custmer, and a master rder entered by Diamnd. After seeing these ntificatins, they may be remved frm the screen by clicking the X buttn under the remve clumn f each table rw.

6 P a g e 6 Exprt Qute Lg This page will generate an Excel file cntaining details fr current qutes. Yu may filter the reprt by chsing a specific rep. After entering an address t send the Excel file t, click the OK buttn t generate the reprt.

7 P a g e 7 Mdify Qute Custmers This page enables the quick additin r remval f a custmer frm a qute withut having t g thrugh the prcess f re-submitting a qute. Enter the qute id f the qute t mdify, and click n the Lkup buttn. When lkup is clicked, the qute infrmatin will be laded, and the current listing f custmers will be displayed. T remve a custmer frm the qute, click the Remve buttn next t the custmer. T add a custmer, begin typing the custmer name in the text bx next t the Add Custmer buttn. As yu type, a list f available custmers will display belw. Chse the custmer t add by clicking n its name. Then click the Add Custmer buttn. When finished, click n Save Changes t save.

8 P a g e 8 New / Edit Qute This is the screen where new qutes are entered, and existing qutes can be mdified. Tabs Custmer Infrmatin / Terms On this tab, the custmer infrmatin and qute terms are entered. T add a new custmer, click the Add buttn at the far left f the screen. A pp-up screen will appear. The custmers listed are thse that have been assigned t yur sales agency by Diamnd Plastics. The list can be filtered by entering a partial custmer name in the text bx at the tp. Yu may als chse t enter a cntact name fr the custmer. This can be entered at the bttm f this screen. When yu have the custmer chsen, click Add t add that custmer t the qute. Alternatively, if the custmer that is trying t be quted isn t listed, it can be added manually by clicking n the New Custmer tab.

9 P a g e 9 After entering the necessary infrmatin, click Add new custmer t create the custmer and add it t the qute. Custmer Qute Reference this is a field that can be used t tie back t the id that the custmer has given the qute. Bid Date / Bid Time when the jb will bid. Qute terms The number f rder by days and ship by days that will be placed n the qute. The qute expires the number f rder by days after the bid date. Jb Infrmatin / Ntes Jb infrmatin this is the infrmatin fr the sales jb that the qute is fr. Alternatively, the Ship T Yard bx can be checked if the rder will be shipped t the custmer s yard directly. Persnal Ntes these ntes are where infrmatin can be tracked that is nt already listed in a field n the qute. Custmer Ntes these are extra ntes that can be entered that the custmer will see n the qute frm PDF printut. Qute Detail The items fr the qute are entered n this tab. Delete Buttn remves the item line frm the qute. Alt. flags the item as an alternate item n the qute.

10 P a g e 10 Item Number the Diamnd Plastics id number f the item that is being quted. As characters are entered int this field, a drp dwn list will appear with item numbers partially matching what has already been entered. Item Lkup allws yu t search fr items by item type, item spec, r diameter. Descriptin the full descriptin f the item that has been chsen. Feet number f feet t qute fr the item. $/Lb price per pund f item t be quted. $/Ft price per ft f item t be quted. Blck number blck pricing value f item t be quted (if applicable). As ne f the pricing fields are changed, the ther 2 will update autmatically. Fr instance, if blck number is changed t 100, the price per ft fr that item at blck number will be calculated and filled in, as well as the price per pund at that price. Default Blck this value can be filled in with a default value. As new rws are added t the qute, the default blck number will g t this number t save the time f having t re-enter it. Trucklad Detail This will help in pricing by calculating the number f trucklads t ship all the pipe that has been entered n the qute. Qute Pricing Optins Aut Priced Qute This ptin allws the qute t be priced based n 4 parameters. Calculated Mileage using the sales jb city and state, as well as the chsen shipping plant, mileage will be autmatically calculated by using Ggle maps. This value can be manually verridden. Price per pund at plant the price per pund t sell the pipe directly frm the plant. Freight cst per mile cst per mile charged by the trucking cmpany t deliver the pipe.

11 P a g e 11 Price as nested fr Crrugated (Crr-21) pipe, the pipe can be nested t reduce the ttal number f trucklads needed t deliver the pipe. Using these figures, the pricing will be calculated autmatically after the qute is submitted. Use Current Apprved Pricing Levels this ptin will autmatically price a qute based n the currently set pricing levels as defined by the Sales Vice President fr yur regin. Rep Infrmatin In this tab, the primary and secndary sales rep fr the qute can be set. Cancel Buttn this buttn will leave the qute screen withut saving changes. Save Buttn this buttn will save changes t the qute, but nt submit the qute fr apprval. Save and Submit this buttn will save the qute and submit it t Diamnd Plastics fr apprval.

12 P a g e 12 Quick Qute Submit This screen will allw the quick submissin f un-submitted qutes t Diamnd Plastics fr apprval. Check the bx next t the qute(s) yu wuld like t submit, then click n Submit Selected Qutes.

13 P a g e 13 Qute Availability This screen allws yu t quickly check the ability t ship a qute t a custmer based n current available inventry at each plant. T check a qute, enter the qute id number, and then click n Get Qute Availability. The qute will then lad and the items will shw belw. Fr each item, yu will see availability infrmatin fr the item frm the selected plant as well as scheduling infrmatin. The scheduling infrmatin is als clr cded. Red means that the time is nt currently scheduled t be prduced, green means that the item is currently in prductin at the plant, and yellw means that the item is scheduled t be prduced in the future.

14 P a g e 14 Qute Lkup This screen allws yu search fr any qute, active r expired. T search, enter the qute id number and click n Lkup. Once the qute is fund, general infrmatin fr it will be displayed belw. Yu can als chse t the qute by clicking n the Qute buttn at the bttm f the screen.

15 P a g e 15 Wrk With Active Qutes This screen allws yu t search fr currently active qutes. Each table rws displays general infrmatin fr the qute. Cancel buttn clicking this buttn cancels the qute and prevents it frm being displayed. Open buttn pens the qute fr editing. buttn- redirects t anther page t allw yu t the qute. Expire qute frces the qute t be expired. The table can als be filtered by changing the Sales Rep, Status, and Custmer ptins at the tp f the screen. Yu can als quickly pen r a qute by entering the qute id directly int the qute id field and then click either Open r .

16 P a g e 16 Wrk With Expired Qutes This screen allws yu t enter reasn cdes fr qutes that have expired as t why the qute was nt cnverted int an rder. After the primary reasns are entered, (secndary reasns are ptinal), click the Save Expired Reasn Cdes buttn at the bttm f the page t save changes.

17 P a g e 17 Reprts These reprts are available t run t display sales infrmatin. The cntent f the reprts is reflected by the reprt name Sales Histry By Custmer Sales Histry By Item Sales Histry By Item By Custmer Qute Cancellatin Analysis Qute t Sale Analysis by Custmer Qute t Sale Analysis by Item