Phone: (248) 374-0510 · Email: firstname.lastname@example.org
This window is for preparing equipment quotations to customers. The customer and equipment for a new quote depends upon how the quote is added.
Some ways to add a new quote:
Select FILE / NEW from menu bar:
Pressing the 'NEW' button on the 'Customers quoted' tab of 'Equipment information' window:
Pressing the 'ADD QUOTE' button on the 'OWNED / QUOTES / WANTED / ARCHIVE' tab of the 'Customer information' window:
When a quote is prepared, it will initially be set with default information for who the quote is from, equipment price, terms, and style. You may change these. The quote may then be viewed on your computer, printed, faxed, or emailed directly to the customer.
Top section (in yellow):
If you want to view (and change) information for the customer, you can quickly access the customer record by double-clicking on the words 'Quote To:'.
Equipment to quote:
Machine Description tab (tan section):
This tab shows the machine specifications and can not be changed. (Call Koala Software if you would like to customize specifications by quote) The price, commission, and terms displayed are set to default values and can be modified. The default price is set to the selling price in the equipment record. Default Commission and Terms are set in the SYSTEM INFORMATION SETUP functions.
Quote info tab (tan section):
There are many reasons for multiple quote formats. Some machinery dealers want quotes to go out under multiple company names. Depending on the delivery, different information has to be delivered; for example, if you are printing a quote on letterhead stationary no logo or dealer info needs to print, but if you are faxing directly, LocPlus must generate the 'letterhead' logo and dealer information. Email is also not limited to restrictions of hard copy print formatting and thus requires a different types of formatting.
Print contact name:
Print salesperson name:
Notes/Picture tab (tan section):
This is intended to be internal notes that are not sent to the customer. They normally will not appear on the quotation or any other document. These notes are intended to be reminders as to discussions regarding the quotation. (NOTE: Quotes may be customized, and you MAY include this information on a quote document...although it is not recommended.)
Machine Owner tab (tan section):
This tab shows information about the owner of the machine. This information can not be changed, it is for informational purposes only. You can quickly jump to the owner record by double-clicking on the words 'EQUIPMENT OWNER:'.
View your quote before sending it out to make sure it looks like you want it!
If you want to change the way your quotes are setup, go to TOOLS / SETUP / SYSTEM QUOTE INFORMATION from the menu bar. That is where you change the way quotes look.
Last Updated: 09/17/04
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