Quoting
Quotations
Quotations, or Quotes, are used to provide customers with sales prices for specified quantity breaks. Quotes can be created for parts defined within JobBOSS2 as Estimates or for items that do not exist anywhere other than the quote itself.
Quotes have the following characteristics:
- Customer and part specific
- Contains sales information regarding quantities and related price breaks
- Do not contain manufacturing details
When quotes are used as the source for customer orders, production related details are pulled onto the job from the underlying estimate if one exists. In cases where a quote is created without the benefit of an estimate, production details will have to be created at the job level. Unit price information is pulled from the quote regardless of whether an estimate exists or not.
Where to Start
Before you start creating quotes, it's important to make sure you have defined all the tables you need and that you understand how the system will behave based on the related company preferences and other settings.
Tables And Base Tables Used on Quotes
The following Tables and / or Base Tables are used on quotes (an asterisk [*] indicates it is a required field):
Preferences and Other Related Settings
Quote Details
Each quote contains information that identifies the quoted parts, price breaks, and any additional information needed by the potential customer.
The following links lead to topics that provide reference information for each section of the quote record.
Go to Quotation Details - General
Go to Quotation Details - Line Items
Go to Quotation Details - Header
Go to Quotation Details - Available Addresses
Go to Quotation Details - Notes
Go to Quotation Details - Contacts
Go to Quotation Details - User Defined
Go to Quotation Details - Order History
Creating and Editing Quotes
The following links take you to topics that provide step by step instructions for creating and editing quotes. Simply use the back button located at the top of the page to return to this point.
Options for Creating Quotes
Quotations can be created from any of the following sources.
From an Estimate
This option takes information from a preexisting estimate and applies pricing and other applicable details to the quote.
System Location: Data Entry > Quoting > Quotations
From a Freeform / Undefined Part
This option creates a quote without any preexisting estimates or inventory items.
System Location: Data Entry > Quoting > Quotations
Copy from Previous Quote
This option creates a quote by copying information from another quote.
System Location: Data Entry > Quoting > Quotations
Once the Quote is Created
Once a quote has been created, it is easy to make edits. All aspects of the quote are editable besides the quote number. The following are the most common edits to make on a quote once it has been saved.
- Changing Status
- You can change the status of the line item(s) when you potential customer accepts or declines the quote. There are additional options, such as expired, pending, etc.
- Add Line Items
- If you potential customer reaches out to you and requests a quote additional parts or quantities, you can make changes to the line items grid, rather than create an entirely new quote.
Reports, Forms, and Labels
Reports
The following summary reports are available for review / generation under the Quoting Reports dropdown menu:
- Quotation Summary
- Price Catalog
- Quotation Cross Reference
Forms and Labels
The following reports / forms / labels are available under the Print dropdown menu located in the Quotations Navigator:
- Quote
- Quotes can have electronic signatures attached.
What Comes Next
The next step for a quote within JobBOSS2 is the creation of an order.