/ Parts with Labor Sales Entry /

Transcription

1 / Parts with Labor Sales Entry / Updated April 4, 06 qtc.ct.spx.com/qtc

2 / Creating a Proposal / Search 3 Enter your name in here Enter %template in here Copy Opportunity icon for the template with the description that matches your opportunity 4 of 6

3 / Creating a Proposal / Save Fill in fields that have red asterisks (*) but no information in them Check Union Labor if applicable If you search for a company and they are not in QTC, see next page for adding a new Sales Territory / Region is what drives commission Sales Team is QTC s security determines who can see what Default ship-to on the Opportunity will auto-populate on any quotes added to the opportunity Opportunity Edit 3 of 6

4 / Adding a New Company / Save Populate information in fields that have red asterisks (*) next to them in the New Company Information section Company Types Customer can be used for Sold-to, Ship-to and End User Shipping Address can be used as Ship-to and End User Opportunity Edit 4 of 6

5 / Creating a Proposal / Add Quote Opportunity Details 5 of 6

6 / Creating a Proposal / Save 5 In addition to manufacturer, please include details on Original Tower Model and Reference # 3 Change Freight Term to Ex-Works if it is not part of SPX s supply Fill in fields that have red asterisks (*) but no information in them Quote Edit 6 of 6

7 / Creating a Proposal / Save 5 4 Select Use Tax Quote Edit 7 of 6

8 / Creating a Proposal / Complete Labor Considerations before submitting a RFQ Add Schedule dates Quote Details 8 of 6

9 / Creating a Proposal / You now have 5 options for how you can add Parts and Labor to your quote in QTC:. Add Parts using the Part Number - Pages 0-. Add Parts from the Service Record - Pages Add Parts using Alternate Search - Pages 7-4. Submit an RFQ for Material and Labor quote - Pages Adding a Labor Line Item - Pages of 6

10 / Creating a Proposal / Quick Add Products Adding Parts Using Part Number Quote Details 0 of 6

11 / Creating a Proposal / 7 Save 3 Enter your part number in here Check the parts are what you were looking for Check the parts are what you were looking for 5 here to get Part Descriptions 6 Adding Parts from using Part Number Enter quantity required here here to add more lines Quick Add Products of 6 4

12 / Creating a Proposal / Add Product Add Product Adding Parts from Company Confidential Service Record Quote Details of 6

13 Search Clear Filters on the configure icon for the Marley Parts Search Adding Parts from Service Record 3 Product Search 3 of 6

14 / Creating a Proposal / Enter the Original Order No. in here Check the button for View Service Record Bill of Material Go 3 Some of the service records will have both a scanned in original service record and the digital version. You can only add parts to your quote from the digital service record. If the original record is pulled, either minimize or close the screen to view the digital version behind it. Adding Parts from Service Record Configurator 4 of 6

15 / Creating a Proposal / on Alternate Search Check the boxes in the Get column for any parts you want to add to your quote if the box is greyed out, this means the part is not available in QTC Adding Parts from Service Record Service Record 5 of 6

16 / Creating a Proposal / Use the check mark to designate if you want to add each part to your quote Confirm quantity required of each part Save 3 Adding Parts from Service Record 6 of 6

17 / Creating a Proposal / Add Product Adding Parts using Alt Search Quote Details 7 of 6

18 / Creating a Proposal / Clear Filters Search on the configure icon for the Marley Parts Search Adding Parts using Alt Search 3 Product Search 8 of 6

19 / Creating a Proposal / on Alternate Search Save Preview 4 Enter as much of the tower information as you can Check the boxes next to the parts you want to search for Adding Parts using Alt Search 5 3 Configurator 9 of 6

20 / Creating a Proposal / Save Use the checkmark to designate if you want to add each part to your quote 3 Confirm quantity required of each part Adding Parts using Alt Search 0 of 6

21 / Creating a Proposal / Check contact details 3 Pick the correct 3 subject Check red tag if urgent (reason must be explained in Message box) Type a detailed explanation of what you need or add into Quote Notes 4 Send Submit an RFQ to Parts Support RFQ Material Only Material and Labor Estimate Labor RFQ Labor Estimate Only (Must Complete Labor Conditions) 5 6 Quote Details of 6

22 / Creating a Proposal / Enter description of file 3 on New Save 7 RSM Note: Change User Access to SPX Users only for SPX internal documents 4 6 Choose file on Quote Attachments 5 Find and select the zipped folder you created, then click Open Attaching Documents Submit an RFQ to Parts Support of 6

23 / Creating a Proposal / Adding a Labor Line Item Add Custom Line Item Quote Details 3 of 6

24 / Creating a Proposal / Enter a Line Item Name Save Enter a description 3 Adding a Labor Line Item 4 List Price = Sell price to the Customer Custom Line Item 4 of 6

25 / Placing an Order / Use the Generate Documents drop down menu to select the document you require the Generate icon to produce the document If your document does not generate, you should re-check the settings outlined in the Initial QTC Setup document Quote Details 5 of 6

26 4 on Order Details page Once all order audits are gone, send an to Regional Sales Manager (RSM). Do not submit order. RSM to send to Angela Heffernon and Terry Hart. You need to clear all of the issues shown in the Order Audit Window You can click on this link to keep the messages showing in a floating window while you navigate to the various screens to fix them c 3 Order Details 6 of 6