The blue background of the form activates when you are logged into a test database. In normal operations, the background will be the default form colour. For the purpose of this manual, images were taken from ReoQuote connected to a test database.
The main window will be further detailed into sections - the header, input, summary and command button sections.
Header Section
This section allows you to set the customer and job information that is to be used to price the quote that you are currently working on. There are eight tabs that make up this section:
Customer Details Tab (Default Tab)
| Tab Features |
Functionality |
| Cash Sale Button |
Press this to set up a default cash sale. Current customer information and job information are overwritten without prompting. |
| Customer Name Input Box |
Click this panel to bring up the Find Customer window. |
| Job Number Drop Down |
Select a job for the selected customer or type in the job number that you wish to use. |
| … Job Browser Button |
Press this to display a floating browser list of Schedules issued for this Job. |
| Allow Inactive Jobs Checkbox |
Tick this checkbox to allow inactive jobs to be entered in the job number drop down box. |
| Account Warnings Panel |
Account warnings for currently selected customer are displayed here. Observe any warnings set against the customer |
| Quote Description Input |
A short description of the quote currently being worked on. (Will be used as the default title on saved quotes) |
| Purchase Order Information |
Enter purchase order information supplied by the customer. |
Delivery Details Tab
| Tab Features |
Functionality |
| Delivery Address Box |
Type the address that the goods are to be delivered to. |
| Display Button |
Displays the current address in Google Maps. For best results ensure you address is formatted neatly with state and postcode information, e.g. 363 Mandurah Road EAST ROCKINGHAM WA 6168 and that there are no excess spaces, tabs or line return characters in the address. |
| Fast-Track Carrier |
Specifies which Carrier will deliver the products. Ex-works must be selected for the sale to be Fast-tracked. |
| Deliver from Dropdown |
Specify which production site is to prepare the order |
| Vehicle Type Dropdown |
Specify what type of vehicle is required to transport the goods. |
| Offload Method Dropdown |
Indicate what offloading facilities are available at the customers site. |
| Delivery Date |
The date that the goods are required to be delivered. |
| Ex-Works Checkbox |
Tick this if the customer is arranging their own delivery or is picking up from the factory site. |
| Freight Forward Checkbox |
Allows you to enter the immediate delivery address for orders being delivered, for example to freight company as well as the site address it will be delivered thereafter. |
| Delivery Time |
Indicate if a special delivery time is required for the delivery. |
Contact Details Tab
| Tab Features |
Functionality |
| Contact Name |
Enter the name of the person who is requesting the delivery. |
| Contact Phone |
Enter the contacts phone number. |
| Email |
Enter the contacts email address. |
| Office Address |
Enter the address where the invoice is to be sent to for goods delivered |
| Customer Source |
Select the customers source of information regarding BestBar. |
| SMS Price Summary Button |
Press this to message the price summary for the current quote to the contacts phone number. Note: The phone number must be capable of receiving SMS text messages (ie. a mobile) |
| Select Button |
Will display the pre-set customer contacts associated to the Job Account |
Notes Section Tab
| Tab Features |
Functionality |
| Customer Note |
Enter any notes that are applicable to the customer. These will print at the top of any schedules printed. |
| Delivery Note |
Enter any notes that are applicable to the delivery. These will appear on the manifest and at the bottom of the schedule. |
| Quote Note |
Enter any notes that are applicable to the quotation. These will appear on the quotation print out. |
Pricing Details Tab
| Tab Features |
Functionality |
| Mesh Discount |
The default mesh discount rate that will apply to Mesh quoted for the current customer/job. |
| Sundry Discount |
The default sundry discount rate that will apply to Mesh quoted for the current customer/job. |
| Stock Rate |
The rebar rate that will be applied to stock lengths of bar for the current customer/job. |
| C & B Rate |
The rebar rate that will be applied to processed lengths of bar for the current customer/job. |
| Complex Rate |
The rebar rate that will be applied to complex lengths of bar for the current customer/job. |
Attachments Tab
| Tab Features |
Functionality |
| Attachment Grid |
Lists all the attachments added for the selected quote. (The grid can only be viewed when a new quote has been saved or an existing saved quote is opened) |
Payments Tab
| Payment Received Check-Box |
Indicates that payment has been received. |
| Payment Types |
Indicates that the customer paid for goods via: · Cash Amount - Paid cash in advance for the order · Credit Card – Paid via the NAB online portal with a credit card. · Cheque - Paid via cheque, which accounts deposit into the bank. · Eftpos – Paid via an Eftpos machine with a credit card. · Bank Deposit – Paid by bank deposit. |
| Payment Reference Number |
Authorisation details of credit card payment used to take payment via the NAB online portal or Eftpos machine. |
| Get Button |
Press the button to open the credit card payment gateway to allow processing of the credit card transaction. |
| Credit Used Amount |
Allocated payment amount applied from an approved credit. |
| Redeem Button |
Allows you to allocate an approve credit as payment |
| Account Payment |
Payment will be taken from the customers set credit limit amount. |
Input Section
This section allows selection and adjustment of a product entry to be made, prior to it being added to the summary section.
| Tab Features |
Functionality |
| Product Browser Button |
Press this to bring up the Product Browser window to allow search and selection of mesh and sundry items. |
| Mesh Button |
Press this to bring up the Mesh Calculator window. |
| Bar Button |
Press this to bring up the Shape Calculator window. |
| POD Calculator Button |
Calculates the requires amount of Pods required for the quote |
| Lost Sales Button |
Allows you to record any lost sales due to have no stock. |
| Product Input Box |
Shows the items code selected from the Product Browser. Can also be used to input the item code manually without using the Product Browser. |
| Qty Box |
The number of the selected item required. |
| Discount Box |
The discount to be applied for the selected item. (Will use default value for each product selected but may be overwritten if you have a larger personal discount level) |
| Total Box |
The total cost including discounts for the selected item. Pricing can be overwritten to another value if the discount allocated is within your pricing permissions. |
| Galv Checkbox |
Only available when a mesh item is selected. Tick this checkbox to use galvanised mesh. |
| Clear Button |
Clears all current entries in the input section. |
Summary Section
This section allows items that have already been entered to be modified and other details adjusted.
| Tab Features |
Functionality |
| Summary Grid |
Details the items that make up the current quote. Items cannot be modified through the grid; items must be individually edited using the edit button. |
| Add Button |
Adds the current item in the input section to the summary grid. |
| Edit Button |
Removes the currently selected item in the summary grid to the input section for modification. |
| Delete Button |
Deletes the currently selected item. (Only one item at a time) |
| Sub-Total |
Displays the net total of all the items contained in the summary grid. |
| Delivery |
The current delivery fee to be charged for the order. Can be overwritten to your personal discount level. |
| GST |
The amount of GST applicable to the order. |
| Total |
The grand total of the order. Clicking this will bring up a prompt requesting what the quote is to be rounded to. If you do not have suitable discounts, functionality will be impaired. |
| Price Seeker Slider |
This indicates the lowest and highest prices that can be charged for the order given your personal discount levels. Moving the slider will recalculate the prices based on the indicated level. You need to charge the highest price that will secure the order provided discount levels are not exceeded. Use of your personal discount levels is recorded by the system. |
Command Button Section
| Tab Features |
Functionality |
| New Quote Button |
Resets the current quote without warning and sets the defaults for the current selected customer/job. |
| Save Quote Button |
Saves the current quote for later retrieval. |
| Save As New |
Saves the quote as a new quote for later retrieval. |
| Restore Quote Button |
Displays the quote archive to allow retrieval of a previously saved quote. |
| Commit Button |
Transfers the current quote to the Chrome “Scheduler” module. |
| Commit FT |
Commits the quote and fast tracks (FT) it to Invoiced |
| Print Button |
Displays the print options dialog for the current quote. There are 2 “print to:” options: - Screen - Printer |
Simon Gray
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