Activant Stanpak. JQUOTE: The New Quote Writer

Transcription

1 Activant Stanpak JQUOTE: The New Quote Writer

2 Objectives Use JQUOTE and the supplied quote template to build a quote letter Use JQUOTE to create a customer price list Modify the quote template Use JQUOTE export to Microsoft Word feature See an example of what can be done with the export feature

3 Return on Investment Opportunity While providing a quotation to a customer save that quote in the system Save time in order entry, reps have instant access to customers pricing No credits have to be issued due to incorrect pricing Save time reentering information to create quotes access to item numbers, costs, default pricing and item descriptions

4 JQUOTE : Start a New Quote Step 1

5 JQUOTE : Start a New Quote Step 2

6 JQUOTE : Start a New Quote Step 3

7 JQUOTE : Main Screen

8 JQUOTE : Using the Template Step 1

9 JQUOTE : Using the Template Step 2

10 JQUOTE : Using The Template Step 3

11 JQUOTE : Template Screen 1

12 JQUOTE : Template Screen 2

13 Quote Dropdown Options Individual items Can quote existing individual BCBI items with the option to change price and to store new price in the BCBI as a quote Can quote new items with the option to store pricing in the BCBI as a quote BCBI items Can insert all BCBI items or items sold before or after a specified date Option to review and edit each item as it is selected Option to insert non stock items

14 Quote Dropdown Options BCBI Quoted Items Insert items previously quoted either in JQUOTE or in the customer service module BCBI Contracted Items Insert only BCBI items under contract BCBI Price changes Insert BCBI items with a cost increase since the last time the customer purchased Prompts for date of increase

15 JQUOTE : Quote Dropdown Menu

16 JQUOTE : Quote Individual Items

17 JQUOTE : Quote Individual Items

18 JQUOTE : Quote Individual Items

19 JQUOTE : Quote Individual Items

20 JQUOTE : Quote Individual Items

21 JQUOTE : Quote Individual Items

22 JQUOTE : Quote Individual Items

23 JQUOTE : Sample Print 02/12/06 CARANDO INC 20 CARANDO DRIVE P. O. BOX 491 SPRINGFIELD, MA RE: Napkin quote DEAR George I am pleased to quote you the following: Qty Unit Number Description Price Unit CS GP-N X17 1PLY 1/8 FLD DNR 5M/CS CS The above quotation is subject to the following terms: Net 30 days FOB Destination Delivered Ship Via Our Truck Thank you for the opportunity to quote. I look forward to serving your supply needs. Yours truly, Joe Salesman

24 JQUOTE : Editing Lines

25 JQUOTE : Edit Dropdown Menu

26 JQUOTE : View Dropdown Menu

27 JQUOTE : Insert Dropdown Menu

28 Creating a Customer Price List Select FILE Select NEW FILE Enter a short file name, description, and your initials Select TEMPLATE Lookup your customer Edit lines on the template referring to a quote to a price list Select BCBI ITEMS form the QUOTE dropdown

29 Creating a Customer Price List

30 Creating a Customer Price List

31 Creating a Customer Price List

32 Creating a Customer Price List

33 Creating a Customer Price List

34 Creating a Customer Price List Sort By Category Option

35 Creating Your Own Template Select FILE Select OPEN from the drop down Double click to select TEMPLATE Edit lines on the template Select FILE Select SAVE AS from the dropdown Give the edited template a new name, owner should be SYS

36 Creating Your Own Template FILE OPEN

37 Creating Your Own Template Before Editing

38 Creating Your Own Template After Editing

39 Creating Your Own Template Saving Your New Template

40 Using Your New Template

41 Using Your New Template

42 Exporting From JQUOTE Into Microsoft Word

43 Exporting From JQUOTE Into Microsoft Word

44 Exporting From JQUOTE Into Microsoft Word

45 Exporting From JQUOTE Into Microsoft Excel

46 Exporting From JQUOTE Into Microsoft Excel

47 Exporting From JQUOTE Into Microsoft Excel

48 Exporting From JQUOTE Into Microsoft Excel

49 Exporting From JQUOTE Into Microsoft Excel

50 Summary Use JQUOTE to: Prepare quote letters for customer Price change notices Price lists Extract customer pricing to a Microsoft Office application

51 For More Information Stanpak Help Files Visit Activant on the web: View Educational Services course offerings Browse Documentation JQUOTE qicstart Guide Search the Solutions database Submit a Support case Professional Services Sales pss@activant.com