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UTIL_NEW

LocPlus MLS Add Window

NOTE: If the quote button is disabled (dimmed), you have not yet selected either a customer to quote, or a piece of equipment to quote. Select customer and equipment first!


You can add the following:


CUSTOMER: Could be a customer, vendor, or dealer.

EQUIPMENT: If you select this, LocPlus MLS will assume you own the equipment. If the item is not owned by you, then you should change the ownership from the equipment entry window.

An alternative way to enter equipment owned by an end user or dealer is to first find that customer. From the 'CUSTOMER INFORMATION' window you can go to the 'OWNED / QUOTES / WANTED / ARCHIVE' tab. Press the button labeled 'NEW' by the equipment owned list. This has the advantage that you can verify that you can review items already entered for this customer.



WANTED EQUIPMENT: Use to enter in a request for equipment for a dealer or end user. MLS will default the requester is the last customer viewed. Verify the requester and change if necessary.

An alternative way to enter equipment requests is to first find that customer. From the 'CUSTOMER INFORMATION' window you can go to the 'OWNED / QUOTES / WANTED / ARCHIVE' tab. Press the button labeled 'EQUIPMENT WANTED'. If the customer already has equipment requests, a list of requests will be displayed and you will also have to press the "NEW WANTED" button.



QUOTE: Press to create a new quote. MLS will make the quote to the last customer that you looked up. MLS will quote the last equipment that you looked up. There are alternate ways to initiate a quote.



Or press 'CANCEL' to terminate function.