How to Create a Quote
The following tutorial provides information on the following topics:
- The Quotes Navigation Pane
- Create a Quote for a Customer
The navigation pane is located on the left side of the main program window, horizontally divided into two sections:
- Section Item Buttons
- Section Filter
The Section Item buttons are located beneath the Section Filter section. The Section Filter changes according to the Section Item Button selected. So, by selecting the 'Customers'
button on the Section Items, you will display the Section Filter for Customers.
The buttons on the Section Filter will display the following Lists in the List View
Pane:
New:
|
Lists new quotes in the system |
Issued: |
If a quote has been issued to a specific team, it will be listed here |
Ready to Send:
|
Lists quotes that have been checked, but have not yet been sent to a Customer |
Waiting Acceptance:
|
Lists quotes sent to a customer, but have not yet been created into a Work Order |
Expired: |
Lists quotes that are expired |
Accepted:
|
Once a quote has been accepted by a Customer, it will be listed here |
All:
|
Lists every quote in Service Master |
Create a Quote for a Customer
- Click the 'Quotes' button on the Section Item List and right-click in the List View
Pane and select 'New Quote' from the right-click context menu. Alternatively, select
'New' from the Main Screen toolbar and click 'Quote' from the New menu
- The blank Quote form will be displayed
- Under the 'Main' tab,
- Select a customer from the drop down arrow in the 'Customer' field
- Select an expiry date
- If the Quote needs to be issued to a Team, select the Team in the 'Issued To' field
- Enter the Details of the Quote in the 'Quote For' text box
- If required, enter the contract's name in the 'Contract Name' field
- Any discount that needs to be given can be recorded in the Discount field
- Click the 'Save and Refresh' button.
- If the Quote is approved by the customer, and you proceed to create a Work Order
from this quote, the Work Order will be displayed in the 'Work Orders Linked to
this Quote' panel
- A Detailed Description of the Quote can be entered under the 'Quote Description'
tab. Under the 'Labour Details' tab, you will be able to list the description of
work and the estimated duration of that Work that needs to be undertaken by your
team. Enter the Work Description, followed by the quantity and duration of the work.
Click the 'Add' button.
- Include Fixed Cost Services under the 'Services' tab.
- Select the service from the drop down list
- The cost of the service will be added automatically, and the sale price is determined
by the profit mark-up setup either when you created the service or the mark-up entered
under company options.
- Services are added under 'Products and Services'
- Add Products to your quote under the 'Products' tab
- Select each product from the drop down list. You cannot add products that are not
in Service Master, i.e. all the products listed here have been created beforehand
- Enter the Quantity of each product
- The cost price of the product is determined by the cost price entered on the 'Product'
form. The cost price can be edited.
- The sale price is determined by the mark-up setup on the 'Product' form or under
Company Options. The sale price can be edited
- Use the 'Options' tab to select various printing options and to add or remove your
banking details from the quote.
Use the 'Quote Terms' tab to add the terms and conditions of the quote. The default
Terms and Conditions can be setup under 'Company Options' on the 'Tools' menu on
the Main Screen.
The delivery history of the Quote will be stored under the 'Delivery History' tab.
Once a Quote's totals have been checked and the 'Ready to Send' check box (under
the Main Tab') has been ticked, you can record the method of delivery by clicking
the 'Send By' button on the 'Quote' forms toolbar and selecting the delivery method.
Any Audio, Document or Image files associated with this quote will be stored under
the 'Files' tab. Files can be added by simply dragging them from their original
location and dropping them into the 'Files' tab.
Flag the quote or add additional notes under the 'Properties' tab. The 'Properties'
tab will also provide you with information concerning who created and last modified
the quote.
- Click the 'Save' button and Close the form.
Remember to tick the 'Ready to Send' checkbox and record the method of delivery
as this will move the quote from ‘Ready to Send’ to 'Waiting Acceptance' on the
'Quotes' section filter list.