Create Sales Quote Requests
Create a new Sales Quote Request (CRQ)
To open the Sales Quote Request (CRQ) application, find Sales in the RamBase menu and then Quoting. Click Sales quote requests to enter the CRQ application.
Click the Create new quote request button in the lower left hand corner of the application.
Enter parts of the Customer (CUS) name in the Customer lookup field, or click the downward arrow to open the search menu to find it. Choose the CUS and if the CUS has several addresses, choose the customer address in the Address lookup field.
Choose the currency in the Currency field and click the Create button.
Back in the CRQ you will see that the CRQ has received a sequence number (CRQ/xxxxxx) in the top right corner. This means that the CRQ is saved and available for further processing.
The reference number from the CUS may be set in the Customer ref no field. The reference person for the CUS may be set in the Customers ref field.
To add products, click the Create new item button.
This will open a popup where you must enter relevant information. Choose the quantity in the Qty field and enter the product name in the Product field to find it in the product list. If the CUS has a target price, you may add it here.
If there is a requested delivery date, it can be set in the Requested delivery date field. Click the calendar icon next to the Requested delivery date field and choose the date. This may be adjusted.
If you need to add several items, check the Create Another box and repeat the item adding process.
Click the Create button.
If you need to add several items, click the Create new item button and repeat the item adding process.
Create a draft
A draft can automatically be created by clicking the Create new draft button in the menu. When a draft is created, the menu will automatically be collapsed to give more overview. Draft will create a document for a default customer, found in the Company settings (CSV) Default customer account for sales draft. If no Customer (CUS) is set up in this Company settings (CSV), RamBase will create one named as Unknown. This will have base data according to standard create values for this company. The base data can be changed for this Customer (CUS) afterwards if it is required, or the user can create a Customer (CUS) manually and add this to the Company setting (CSV). It will not be allowed to register documents for this Customer (CUS), users must change to a real Customer (CUS) before registering.
When creating a draft It is possible to add Products (ART) by searching them up in the Quick search field. Clicking on the Quick search filter icon will list a series of checkboxes. The user can decide which categories are to be included in the search. Hover over the Quick search filter icon to quickly see which categories are included in the search. New items can be added by clicking the Plus icon.
Add product
The Add product tab shows a Location available field and a Total available field. Location available inspect stock and available quantity for Location (LOC) of the document. Total available inspects stock and available quantity for all Location (LOC).
The Show details checkbox gives an overview over 4 useful tabs:
Tab names | Description |
|---|---|
Product details | Lists information from the related Product (ART) |
Product details | Accessories registered from Product (ART) |
Replacements | Replacements needed for a Product (ART) |
Transactions | Shows backlog items, Quote items and Invoice items |
When adding items from the Add products tab, they will appear in the Items tab.
The Show details checkbox gives an overview over 5 useful tabs:
Tab names | Description |
|---|---|
Item details | List information from the related Sales order item (COAITEM) |
Notifications | Notifications for this item |
Product details | Lists information from the related Product (ART) |
Landed costs | Shows the chosen purchase currency and the landed cost in purchase currency and sales currency |
Accessories | Accessories registered from Product (ART) |
Re-arrange order items
It is possible to re-arrange items before registering a Sales quote (CQU) and sending it to the Customer (CUS), so that the items can be presented in logical order. Re-arrange item can be found by clicking the Context menu and then click on the Change items order.
The Item field is an id of an item and the field LineNo will take over as the sorting key. LineNo will decide the order of lines and will be used as sequence number for items. Item and LineNo will not necessarily be synchronized. When an item is deleted, it will simply not exist anymore. PDFs to Customers (CUS) will show a column for LineNo rather than Item. The field LineNo can be found as a column in the Sales quote item (CQUITM). When forwarding a Sales quote (CQU) to a Sales order (COA), item will be created in the LineNo order in the new documents.