Quote Vehicle

Creating a Quote is the same as creating a work order (Invoice) with the work order screen. (See New Work Order/Vehicle). The only places that differ are the 'Header dialogue' (no odometer is recorded) and on exiting the Quote function, no updates are made to the inventory or client accounts. A Quote may be saved and reopened for editing any number of times. If the job is granted and the work performed, the Quote is easily converted to a work order and invoice.

Select Invoice from the Main Menu. From the drop down menu, select New Quote/Vehicle. The Vehicle Search list is displayed. Using any of the search methods, locate and select the vehicle for which this quote is to be written. When the vehicle is 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.

Click Ok or press Enter to proceed to the Quote screen. The header details are filled with information obtained from the vehicle file and the header dialogue filled above.

Continue to write the quote as explained 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.