How to: "Generate a Quote"

1. Enter 6 for “Point of Sale” and hit enter.

2. Enter 1 for “P.O.S” and hit enter.

3. Type your branch into “Sell From Loc” and hit enter.

a. Ex. WATL, PIT, SA, OC5, etc..

b. “Ship From Loc” should match

4. In “Department”, place the cursor on the line and hit the plus sign, then enter. 

a. If multiple departments populate, place an “X” on the line for the correct option and hit enter.

b. Never use service, shop, warehouse (only retail, store, or the name of the branch).

5. Input your Salesman ID# and hit the plus sign.

6. Enter the method of delivery (Most common is “D” unless otherwise specified) and cursor will automatically drop to next line.

a. W = Will-Call (The customer is planning to pickup the order from the store) 

b. S = Shipped (We are shipping the order to the customer via UPS or FedEx)

c. D = Delivered (We are delivering the order locally to the customer on a FleetPride truck)

7. Enter the customer’s Account Number and hit the plus sign.

8. Enter the branch code and hit the plus sign, then hit enter.

a. Ex. 244, 36, 9, 1, etc…

b. If any “Special Handling Instructions” pop up, just enter pass them.

9. On the line under “Qty Ord”, enter the requested quantity of the first line item and push the plus sign or tab.

10. On the line under “Part Number”, enter the requested part number of the first line item. Push the plus sign or tab, then hit enter.

a. If the “Substitute Selling” pages populates, enter your QTY on the Pool-Part number you are needing and hit enter.

b. If the part is out of stock, it will bring you to the inventory screen. (If an IBT is needed, stop here and refer to "How to create an IBT" article). Hit F2, then F1 to get back to the order. 

11. Repeat steps 9 and 10 until all parts on PO are accounted for.

12. Push the squiggly line on the keyboard to bring up the “Additional Action Menu”

a. 

13. Look for number option to Save as a Quote and use #16, then hit enter

a.

14. Enter PO# as normal, and verify address matches

a.

15. Then push enter to generate quote number

a.