Quote Detail Screen
|Quote Date||Today's date will be automatically filled in but this is editable if needed|
|Subcontract||Click here if this is a Subcontractor|
|Job#/Qte#||This will be automatically filled in|
|Trade Term||Click on the drop down arrow to choose a Trade Term|
|Job Information||This information will be automatically filled in|
|Company Name||Click on the drop down arrow to choose a Company to get a Quote from. The system will automatically fill in the Company Address.|
|Sales Rep|| If you usually work with a Sales Rep at this vendor, it will be set up when the vendor record is set up.
You will click on the drop down to choose a rep.
|Date Required||Enter a date for when you need the product|
|Destination||Click on the drop down arrow to choose a shipping destination for the product|
|Vendor Ref||If your Vendor has a reference number, it can be entered here|
|Ship via||Click on the drop down arrow to choose a shipper for the product|
|Accept Date|| Once you have received quotes from several different vendors you can enter an Accept Data on the quote you wish to accept.
This will push your Quote into the Purchase Order Tab.
|Reference Number||Type a reference number here for your order|
|Requested By|| Click on the drop down arrow to show a list of employees. You can choose who requested this quote.
RBS will automatically default to the person who signed on to RBS. But you may want to change this to your production manager
or project manager
|Notes||You can type any kind of note to your vendor in his space.|