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Quotes
 The
Quotes feature in OnDemand5 allows you to build an estimate
of parts and labor items, extended at your shop's rates.
Quotes Topics:>>
quote setup | manually
add items | change items |
remove items | print
|parts locator | How
to Write An Estimate | Diagnostic
Labor Times |Machine Operations
A running total of the quote is generated
as you add and remove items. The quote can be saved
for later use and printed for you or your customer.
Note: Before you
begin generating Quotes it is very important that you
enter your shop's rates and perform additional setup
in Quote Default Settings.
Generating a Quote
A new quote is automatically started
every time you pick a new vehicle or change your vehicle
selection in OnDemand5. Parts and Labor items are added
to your quote when you select them in the Estimator,
Maintenance, and Fluid Capacity screens. Once you have
added all the items to your quote, choose the Quote
Tab to add customer information, manually add, or change
quote elements, and print, and save your quote.
To create a quote in OnDemand5:
1. Pick a vehicle in the Vehicle Screen.
The act of selecting a vehicle starts a new quote.
2. Choose Parts and Labor items in
the Estimator panel. Add Maintenance
items, if necessary.
3. Click the Quote tab. The Quote
panel displays.
4. Add your customer
information by clicking on the table cell fields and
entering the appropriate values.
5. Manually add items and make any
necessary changes to the Quote line items. (see Manually
Adding a Part or Labor Item).
6. Click Save to save your quote.
Manually
Adding a Part or Labor Item to a Quote
You may need to add a part or labor
item to your quote that you are not able to find in
OnDemand5 Estimator.
To manually add a part or labor
item to your quote:
1. Select Add Item and then Part,
Labor, Note, or Flat Rate Item. A blank line item is
added to your quote.
2. Enter a Description.
3. Enter a quantity if a part, or
number of hours if a labor item. If a Flat Fee item,
just enter the fee.
4. Enter Part Number, if applicable.
5. Enter a Price if a part, or choose
a Labor Rate if a labor item. Your quote totals update
automatically.
6. Choose Save to save your completed
quote.
Quote Totals
Parts and labor
estimate totals display at the top of the Worksheet
and on the printed reports. Any time you add an item
or change a labor rate, the totals update automatically.
Changing
Quote Line Items
The cells (fields) in the Quote Worksheet
Panel can be edited. Click your mouse pointer in the
cell you wish to edit. Overtype any existing value with
a new number, or text, as applicable. All calculations
and descriptions in your quote are updated.
Removing
a Quote Line Item
Select the Del link at the end of
any line item to remove it from your quote. Select Delete
All to remove all items from your quote.
Note: Removing an item from
the Worksheet panel does not delete it from the OnDemand5
database, it simply takes it off the worksheet.
Setting Up
Quote Options
The Setup Quote Options dialog box
provides options for you to set up labor, tax, supplies,
and hazardous materials rates. The dialog box is opened
by selecting Setup/Quote Options Settings. Refer to
Quote Default Settings for details.
Printing the Quote
Worksheet
Selecting the Print button allows
you to print your quote.
To Print your Quote:
1. Click Print. The printed quote
displays on your screen.
2. Click the
Print button on the quote to send to the printer.
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