Job Aid: QOE
Quote Order Entry
Quotes are provided to customers if they are verifying pricing for an item. Quote order entry is utilized for this purpose. Slash command /QOE.
How to Get There
Step 1 — /QOE
Quote order entry is much like sales order entry.
Step 2 — Fill out Required location retrieval field.
Selling warehouse
Department
Enter
Cursor will be blinking over quote number field, enter.
A quote number will automatically generate.
Helpful Tip: If editing existing quote type quote number, or you can choose to copy and paste quote number in proper number field.
Step 3 — Input customer number or search by customer name.
There will be notification boxes popping up such as: Customer placed on credit hold by Credit Manager. Note may appear on every customer. Read each note and continue to enter through.
Press enter until you get to the quote header screen.
Press F2.
Step 4 — Input items being quoted.
Note: You may be quoting items previously purchased or items provided by customer and or sales rep. F8 to search like sales orders. Product tagging entry box will appear.
Step 5 — After entering all items to be quoted, press F2.
A box will pop up Do you wish to: COMPLETE, ORDER, SUSPEND, RETURN.
To order the product arrow over to "order" a sales order will be created.
Step 6 — Press enter on Complete.
Quotation completion screen will pop up.
Press F2.
Step 7 — Select option you would like to be performed.
Select print, email, fax, prt/email, suspend and return.
If you choose to print, message will pop up as to which printer you would like to send the quote to. 99 is the default printer, if you don’t need a physical copy. Follow steps for email etc.
