1.On the ribbon, go to Quotes > Add Quote. The Adding Quote form is displayed.
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Some fields will have information defaulted into them automatically by Jim2, including Quote#, Status, Name, Priority and the Date In. |
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Some letters in the field names within the header are underlined, eg. Cust#. Using Alt+ the underlined letter will jump to the field beside that heading. |
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Jim2 is designed to prompt user input by placing the cursor at the appropriate fields that the user is required to complete. The Enter key will move the cursor to the next user input field in the entry pattern. The pattern follows Customer Card Code#, Customer Ref# and Item fields. |
2.Select a customer in one of the following ways:
▪Start to enter the customer name in the Cust# field. Jim2 intuitive type will begin to pre-empt the choice of names from the Card Code list information is entered.
▪Click the ellipsis [...] beside the Cust# field to display the full list of customers, then choose from the list.
If there is no cardfile for the customer, when in the Cust# field use F5 select Quick CardFile Add to enter a new cardfile. This can then be used on the current quote.
The Quote header will now be updated with Price Level, Ship # and the Tax Paid information from that specific customer's cardfile. However, this default information (if required) can be overridden by using the Tab key or mouse to move to that field, highlight and re-select. The exception is that Quote # and Date In are not able to be edited as they form part of the secure quality record for that quote.
3.Enter a customer reference (for example: the name of the person who requested the quote, or a number they supply) in the Customer Ref# field.
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This alpha/numeric reference should be supplied by the customer so that they can match this quote with their own internal procedures, personnel or work orders. |
4.Enter the date the quote is requested in the Date Req field, by either entering the date or choosing from the dropdown 
to select a date.
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When users handle many quotes at once, this Date Req field should be closely monitored to ensure effective customer service. |
5.The date the quote is valid till will auto fill in the Valid Until field based on the default set in Tools > Options > Quotes, however override this.
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This is very useful for goods that may be on special pricing depending on date of order, etc. |
6.Select the Item that is attached to this quote (remember Item is the prime objective of a quote) and the Desc. field will default to the text description as set up in that Item record. Change or add more information here, if required.
7.Enter a numeric value for the probability of this quote being successful. This field will round the entered value up to the nearest five percent.
8.Now add comments or stock to this quote.
The F3 function key will move to the Comment grid of the quote.
The F4 function key will move to the stock grid.
Documents can be added to a quote (such as adding an acceptance to a quote in writing) via the Documents tab at the footer.
How to
Create a Quote from a Previous or Similar Quote
Create a Template for Recurring Quotes