The Quote Order program is used to enter quote order information. The quote program is similar to the Order Entry Program. Many of the fields in quote are the same fields used in order. This allows an easy transition from quote to order. To access the quote order program from a menu type “QUOTE” and press e. Select ADD from the ring menu. Select quote order from the sub ring menu. The user should press e until the Customer I Ship-to Information window is exploded for entering customer information. The information entered in this window is called Header Information. When the Customer / Ship-to Information window explodes, enter the customer ID or customer name with wildcards, when the correct account is found select ACCEPT from the ring menu and the computer will automatically generate a quote order number. When the detail screen and HEADER OPTIONS prompt appears, you may make any changes needed to the header information by typing the field number and e. If you do not know the correct header field number, you may use s 1, or 2, or 3, or 4 or 5, or 6. The main screen can be accessed by pressing O. To override any header field, simply type in the field number to be modified from any screen. The field will be displayed and the user may enter or modify that field. In a quote order the user only needs to enter a specific field into the header. The user must enter their name into field 152, “Taken By”, and press e.

When the user has entered all necessary information in the header field, select NEW LINE DETAIL from the ring menu to enter the item ID of the parts ordered. Type the item ID number and press v. If the part does not have an item ID number, the user must get a number made or enter a special number. Refer to appendix C for format for special numbers. When the item description comes up on screen, enter the quantity to order, press e, update item pricing if necessary (field 9) or a second line of description (field 281. If the item description is the correct part, the selling price is correct, and the quantity is ordered correctly, select NEW LINE DETAIL from the ring menu for the next line and proceed to enter all of the items requested by the customer. REPEAT THIS PARAGRAPH’S STEPS FOR EACH OF THE ITEMS THE CUSTOMER REQUESTED. After all items have been correctly entered into the computer system, proceed to the SUMMARY screen. Due to an error in programming the user can not update a quote without corrupting the discount pricing schedule. The user must verify that the quote is exact before accepting the quote order. At the summary screen the user can, type “ACCEPT”. Press e three times to exit. Press k and E to EXIT.

Quote Order Printing: QOP

The Quote Order Printing program is used to set up and initiate the printing of packing lists. From a menu type “QOP”, and press e. The window that explodes will let the user define what ticket will be printed. Press e until the cursor is at the Selected Option” prompt. At this prompt select option 2 and press e, type the selected quote order number, and press v twice for a printing prompt. Note that a “Q” is required in front of the quote order number to denote a quote. It is important that the user does not select option 1, and that they enter an exact quote order number. Option 1 and a “null” order number field will print all open quote orders. At the printing prompt select Ip4, and press e.