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Quotations Question (Read 420 times)

wes

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Quotations Question
06/27/06 at 06:44:21

When we installed EVO i remember a discussion about how you can enter a quotation for a New Non existant customer. Meaning a customer that has not been inserted into AR.

I went to make a quote for a new customer; that has not had AR approval as of yet, and i was unable too. Is this feature possible? Or do i have to enter them still into the AR and create the account first? Can you help?

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Wes Phillips
Signature Control Systems
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Cyndee Pappas Senior Member EVO~ERP 2006.1 02/28/06 update Posts: 258 Gender:	Re: Quotations Question Reply #1 - 06/27/06 at 07:54:25 There's a setting to allow use of contact manager for quotes. It's on the sales tab, under SD-Q.
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Vman

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Re: Quotations Question
Reply #2 - 06/27/06 at 08:33:23

I just enter a customer number (we use a default one) and then tab back and edit the data. Sometimes, we quote someone without having all the customer address data. When they become a customer and are assigned a number, I change the customer number on the quote before I convert it.
One potential hangup would be if you are doing reports on quotes using the customer number as a filter.

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David Waldmann

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Re: Quotations Question
Reply #3 - 06/28/06 at 06:31:04

When you use CM for quotes you have to know the ID, because it won't be in the lookup. Also, if you use a different format or range of codes for contacts and change them when they become a customer, note that changing the contact code (CM-J) will not change the code on the quote and you won't be able to get at it. You have to first make them a customer and then use SM-J-M to change the Customer Code (which takes a LOT longer than CM-J).

As for using another ID and overwriting the name/address, that's a good idea. We have a few "generic" accounts for walk-ins and other such expected one-time customers that could be used for that.

David N Waldmann
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Vermont Hardwoods
Chester, VT

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carie Full Member Posts: 209 Gender:	Re: Quotations Question Reply #4 - 06/28/06 at 08:07:32 Quote: When you use CM for quotes you have to know the ID, because it won't be in the lookup. I just did a quote the other day with a potential customer I entered in CM only. So it should work fine.
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