Why:
Quotations can be created for customers and then, if required, converted into orders or copied or merged into an existing order.
Where:
From the Parts Order View or Workshop Order View, select File > New > Quotation. This will display a Create Quotation window.
How to Create Quotations:
Quotations are created in virtually the same way as an order. Input the required details in the Create Quotation window and then click OK. This will display a Quotation Details window. The Quotation Details window is like the Order Details window and is completed in the same way, although when creating a quotation some of the icons will be unavailable. Unlike when creating an order, the stock balance in The Parts Master File is not updated.
You can print the quotation by selecting Order > Print > Quotation from the Quotation Details window.
Automatic consumables are included/printed in the quotation, if used.
How to Copy a Parts Order Quotation:
To copy a parts quotation, highlight the quotation, right-click then select Quotation > Copy. This will display a Copy Quotation window where you need to input the customer number for the quotation to be copied to. The copied quotation can then be accessed and amended like any other quotation.
How to Copy a Workshop Order Quotation:
To copy a workshop quotation, highlight the quotation, right-click then select the salesperson and indicate whether the quotation is to be copied to an order or a quotation. Unlike the parts quotation the customer number remains the same here, but if required can be changed in the Quotation Details window.
When any quotation is copied, you should always check the details to make sure that they are correct (particularly if the original quotation is an 'old' one). If a copied quotation includes a package, Fusion will display a warning message reminding you to review the package details (because if package details have been changed in GPSS this won't be reflected in the new quotation). To be sure of getting the most up to date package details, it is advisable to delete it from the new quotation and add it in again.
How to Convert a Quotation into an Order:
To convert a quotation to an order, highlight the quotation and select (Quotation) Convert to Order. All details in the quotation are re-created in the order and Fusion will notify you of the order number before displaying the Order Details window. If the quotation contained a package, when converted the package quantities will be set to zero so that the parts can be confirmed when issued.
If any parts aren't available in stock, Fusion will warn you that insufficient stock exists for the order and will automatically place a back order. If a back order isn't required, select 'Skip' to ignore the part with insufficient stock.
How to Check Quotation Prices:
To make sure that a quotation has the correct prices (if it's been open for a long time then there may have been price increases), you can highlight the quotation and right-click then select (Quotation) Re-price Quotation. When this option is selected, Fusion re-applies the pricing rules to the quotation.
How to Merge Workshop Quotations into Orders:
Workshop quotations can also be merged into existing orders. Open the order then select Order > Merge Quotation. This will display a list of open quotations that exist in Fusion for the selected customer/vehicle. (If the quotation you want to merge is out of date, you'll need to amend the date of the quotation before you can proceed with the merge.)
Once a quotation has been merged it no longer exists as a quotation. More than one quotation can be merged into an order.
On the original order if the 'Customer Ref' and 'Remarks' fields are blank, they will be copied in from the quotation (if present). If on the original order these fields are already populated then they won't be copied from the quotation.
How to View Parts on a Quotation:
For an overview of parts that have been added to a quotation, select (Quotation) Stock Overview. This is useful if, for example, you create a quotation for an accident repair job that has along list of parts and you want to see which parts are available and which parts must be procured.
How to Compare Profitability of Quotations:
To compare the profitability of quotations, select (Quotation) Comparison Report. This will display a window where you can input various criteria, allowing alternative discount categories to be compared.
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