Quick Start Guide for Kwik Quotation System

Transcription

1 Quick Start Guide for Kwik Quotation System >> After login Kwik Order, access Go To Quotation System >> Below is the Kwik Quotation home page.

2 Initial Setup >> Access Contact Setup and click Add New Contact to set up your company information. >> Select Agent (Quotation by) from the Company Type drop down; >> Enter your company information and click Save to save the information; note: The Agent information will be printed on the top of each Quote.

3 Create & Approve Quotation >> Access Create New Quotation and you will see the Quotation Header window; >> if you have an existing customer for the quote, enter the Customer # or select a customer from Customer lookup window; otherwise keep the Customer # field blank.

4 >> Enter information in the highlighted fields and click OK; >> note: leave the Customer # blank if you don t have a customer record existed in Kwik Order for this quotation.

5 >> Select a Manufacturer from the Manufacturer drop down; >> click Add Item to start entering line items in Cross Reference screen.

6 >> After you select a Product Code from the Lookup window, system will populate the Components, available MIFAB Model data and Optional Variations; >> the first MIFAB Model checkbox is automatically marked, if you don t want to select the first Model you should unmark the first checkbox and mark other MIFAB Model checkbox; >> navigate the options in the highlighted area; >> click Add to Quotation to add the marked MIFAB Model to the quote.

7 >> You can continue to select another Product Code under the current selected Manufacturer; >> navigate the options in the highlighted area; >> if the line item price is displayed in red color, this indicates the Model # is not currently available in Kwik Order system; >> click Add to Quotation to add the marked MIFAB Model and Optional Variations to the quote.

8 >> You can select another Manufacturer from the Manufacturer drop down; >> select a Product Code; >> navigate the options in the highlighted area; >> click Add to Quotation to add the marked MIFAB Model and Optional Variations to the quote.

9 >> Click Close when all line items are entered.

10 >> You will see the Quotation main screen and it will list the entered line items; >> click Save to save the new quotation; >> after the quotation is saved, a Quotation # is assigned to the new quotation; >> you can click a record in MIFAB Model column to see the detail for that item (see second screen below); note: Due to Customer # is NOT entered, there is no amount display on the Quote Cost column.

11 >> When the customer record is added in Kwik Order for the quotation, you can enter the Customer # thru Amend Quotation.

12 >> After Customer # is entered, system will display the Company Name and update the amount in Quote Cost column; the Quote Cost is the Unit Price in Kwik Order Place Order (see second screen below); >> click Save to save the changes; >> you can print the Quotation or export to Excel file; note 1: you cannot approve a quotation without a valid Customer #; note 2: all MIFAB Model # in the quotation must exist in Kwik Order as Item #, otherwise you can t approve the quotation; note 3: you should contact MIFAB to add the non existing customer and MIFAB Model in Kwik Order.

13 >> Print Quotation with Unit Price.

14 >> Once Customer # is entered and all items exist in Kwik Order, you can select the quotation from Approve Quotation and click Approve This Quotation. >> You need to complete the shipment information and click Approve.

15 >> System will prompt you to confirm the approval; >> click OK to save the quotation in Kwik Order as a sales order; note: you can amend and ship the sales order in Kwik Order.