Cash Book
Bill of Materials
Purchase Orders
Control, Security
Price list, Support
How do I ?

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.

Go to top of page