Quote#
|
This is a quote number automatically generated by Jim2. It cannot be changed.
|
Cust#
|
Enter the customer or prospect code from the cardfile.
|
Status
|
The status of the quote.
|
Price Level
|
The price level of the customer as set up in the cardfile.
|
Name
|
The name of the user responsible for the quote. This will default to the user who is adding the quote but can be changed. If a user doesn't appear, they can be added via the Item#.
|
Cust Ref#
|
A reference number from the customer, if supplied. A customer reference is required to be entered here. Possibly use the name of the person from the customer if no reference number is supplied.
|
From#
|
Enter the card code of the customer who requested the quote.
|
Priority
|
The priority of the quote.
|
Tax Paid
|
This box will be automatically ticked if the customer is taxable (determined by the information on their cardfile).
|
Acc Mgr
|
This field is updated with the customer account manager when the Cust# is entered.
|
Job#
|
When a quote is created from a job, that job number is automatically entered into this field, and there is an account manager nominated on the cardfile.
When you create a job from quote, the Job# will not appear in the quote header. The Quote# will appear in the job header.
Similarly, when you create a quote from Jjob, the Job# will appear in the quote header.
If you create multiple jobs from one quote, you can find all links on the linked Jobs/Quotes tab.
|
Ship#
|
The card code of the customer the goods will be delivered to.
|
Type
|
Specify the type of quote. The types are as per job types set via Tools > Setups > Jobs > Job Type. Quote type is also available in the quote list header, grid details, and Create Similar function.
|
Probability %
|
The probability (percentage) of obtaining a successful outcome to this quote.
|
Tax Total
|
This will default to either tax paid down or tax free up, according to whatever is set up in Job Options.
|
Date In
|
The date and time that the quote was added to Jim2 (automatically time and date stamped).
|
Required
|
The date the quote is required by.
|
Valid Until
|
Use this date field to specify when a quote is valid until. This is very useful for goods that have variable pricing depending on date of order, etc.
|
Attn.
|
Who this quote is directed to at the customer's office.
|
Item#
|
The Item attached to this quote.
|
Desc.
|
The description of the Item attached to this quote.
|
Serial#
|
Enter the serial number, if required.
|
Our Ref#
|
Enter an appropriate reference.
|
Project#
|
This field is automatically updated if a quote is created from a job that has been created from a project. This field can be manually edited to link a quote to a project. This only applies to Managed Print Services or Managed Services. Linking a quote to a project provides a more complete view of the project from the Overview tab (on the project), as it compares what was quoted with what has been invoiced.
|
Fault Desription
|
This field will be displayed for any Service type Item.
|
Invoice Desc.
|
Only displayed if the selected Item# has the Display Invoice description option ticked on its record. Maximum of 8,000 characters.
|
Branch, Sub-Branch, GL Dept
|
Branch/Sub-Branch/GL Dept will be required, if branches are enabled.
|