Quote Detail Screen - IRBS_Help

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Quote Detail Screen




 Field  Notes
 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.

See also