1. Click on New Record at the top of the page then select Sales Quotation from the drop-down list.

2. Type in the company name and click Search. Click on the correct company then Create. 

3. You will see the option to a Customer Reference and select a Cost Center, Customer Department and Order Source from the corresponding drop-down lists.

 

1. Once you have populated the header, you will now add items to the quote;

2. Enter the item code or item description and click Search, you can now change the quantity.

Entering an item onto a sales order, if more than one pack size appears you can select the Individual Item to sell at split pack. The default pack size selected is the selected code pack size 

1. Once the information is correct, click the Save button at the top of the screen.

2. If you wish to enter the line details, double-click on the item which will have appeared in the grid view list, this will take you to the Line Detail.

 

Here you will find:

Description, Notes & Information

  • Invoice description – this by default prints out on all relating forms (order acknowledgement, dispatch note invoice etc). This can be customized to the individual line if required.
  • Buying Notes – entering text here will inform the buyer of any information relating to the product purchase. I.e. this should be used to refer to special pricing from a supplier with quote references etc. (auto-selection can be generated within the Prima DBU)
  • Product Notes – this is additional information relating to the product. i.e. if the item is a toner the product notes will show the machines this products fits 

Source of Pricing

  • The system will calculate how it arrives at the price for the customer (see Customer Pricing Rules). All permutations are shown here.

 Adding/Updating a Contract Price from a Quote

  • Update the Unit Selling Price and tick the Add or Update price and press Save icon, then click the button ‘Add to Contract’.

 Delivery & Own Stock Quantity

In the ‘Delivery Detail’ tab you will find information on the own stock available.

 After making all required changes return to the summary. 

View/Change Delivery Location:

  •  Press Location button in the header to view the currently selected delivery location. The below popup shall appear.
  • To change the delivery location press the drop-down button and select the correct delivery address.
  • If the address you wish to use is not available see creating a location.

 Delivery Notes - Entering information into Notes field is displayed on relating dispatch notes

Changing Quote Delivery Method:

Clicking on the Delivery Method drop-down you can select.

  • Standard – Own stock can be allocated if required. The remainder purchased from supplier and delivered to you
  • Wrap, Pick and Label – Own stock can be allocated if required. The remainder purchased from SPR/Essendant is delivered to you boxed with customers contact and delivery information labelled
  • Direct Delivery – Supplier performs delivery directly to the customer

 Changing Depot Note - Unless you are running multi-site/stock this will always be set to Headquarters. · The depot loaded is the Default Depot selected within the Company Location tab

To change the depot, click into the Header Detail tab and select the correct Depot from the drop-down list

Once you are ready to turn the quote into a sales order, simply click Confirm.