Quote Client

Creating a new quote for "Client" is used when there is no work to be performed on a vehicle. Use this function if you are preparing an estimate for repairs to a client's lawnmower, chainsaw etc. Other vehicles which are registered, eg., motorbikes, trailers and boats etc., should be entered as "New Vehicles" in the system and New Quote / Vehicle used for these vehicles.

Select Invoice from the Main Menu. From the drop down menu, select New Quote / Client. G-E presents the Client Search list. Select the client from the list using any of the search methods. When the client has been selected, the Quote Header dialogue is displayed.

Header Fields explained:

Date (d/m/y)	Holds the current date. Select and change the date if needed.
Description	Enter a small description of the job involved for this quote. (This description is shown in various places throughout the program to assist in identifying this quote).
Order#	The Order # field contains the word "Estimate" by default.
Discount %	Enter the discount percentage if this client receives a discount. (See note below).
Discount $	Enter a discount dollar value if you wish to discount the quote by a fixed value. Discounts in Detail

Warning!
The text in the Order # field prints on the quote. The word "Quote" can be legally binding which can force you to be bound to the quoted amount on completion of the work. This can cause financial loss if you should encounter a broken bolt, siezed component, unforseen corrosion etc. The Order # field text can be changed to any other text you desire. We set the default text to "Estimate" which I strongly suggest you use.

The Quote screen opens much the same as New Quote / Vehicle, however no vehicle details are shown. As no vehicle is involved with this quote, direct access to model and text specific libraries is not available. Apart from these few omissions, the quote screen controls perform the same tasks as in New Work Order / Vehicle.

Convert Quote
The Convert Quote control on the quote screen is used to convert the quote to a work order. This is used should you get the job and perform the work. Once the quote is converted to a work order, it takes on full work order status. The quote is removed from the Load Quote list. The parts inventory is updated when the work order is closed or finalised as an invoice.