Butch,
Thanks again. I ran through the instructions and it does exactly
what we need it to do.
- Mike R.
Thanks again. I ran through the instructions and it does exactly
what we need it to do.
- Mike R.
--- In vantage@yahoogroups.com, "Butch Menge" <bmenge@t...> wrote:
> From my "only" CRM team member:
>
> To make the template quote:
>
> 1. I made a customer called quote template with no contacts
>
> 2. I added a quote with the customer as the quote template
customer.
>
> 3. Then I added all my lines I wanted templates for
>
> 4. If I wanted any special phrases or comments to show per line
item, I
> added comments to each line item (i.e. all accessories that come
with
> the unit or special terms)
>
> To use the template quote:
>
> 1. Browse for existing quote template (make sure you have the
correct
> territory and filter to find the template) and select
>
> 2. From Quote menu select Duplicate
>
> 3. Check both boxes for Material / Operations Costs AND Operation
> Standards
>
> 4. Select Lines (this is where you choose what specific
product/part you
> want to quote on or not)
>
> 5. Select OK
>
> 6. From Quote menu, select Update
>
> 7. Browse for customer you want quote to go to and select
>
> 8. Your quote should now be done for correct customer and
product/parts.
>
>
> ________________________________
>
> From: ami_miker [mailto:michael.randolph@a...]
> Sent: Wednesday, August 25, 2004 2:31 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Alternate uses for Foreign Languages
>
>
> Butch,
>
> Thanks for the info. Sounds like a great plan. I am having some
> trouble getting this to work. I would like to have a
> generic "master" quote for any current or new customer, but I
can't
> select the Duplicate option until after I select the customer and
> then only if there are existing quotes for that customer. Am I
> overlooking something?
>
> - Mike R.
>
> --- In vantage@yahoogroups.com, "Butch Menge" <bmenge@t...> wrote:
> > Yes to the "master" quote template (1 quote with a line item for
> each
> > product - the specific comments for each quote is at the line
item
> > level) and no to the deleting portion of the question. When you
> select
> > the duplicate option, you will get a dialog box which will allow
> you to
> > duplicate the whole quote or you can select specific line items
you
> > want. That is the option we are choosing.
> >
> > Butch
> >
> > ________________________________
> >
> > From: ami_miker [mailto:michael.randolph@a...]
> > Sent: Wednesday, August 25, 2004 11:40 AM
> > To: vantage@yahoogroups.com
> > Subject: [Vantage] Re: Alternate uses for Foreign Languages
> >
> >
> > Butch,
> >
> > Do you have a single "master" quote template with all of the
> > products listed where you just delete the products you are not
> > quoting?
> >
> > - Mike R.
> >
> >
> > --- In vantage@yahoogroups.com, "Butch Menge" <bmenge@t...>
wrote:
> > > In our 6.1 implementation we have a similar issue with
requiring
> > > specific information on quotes for specific products. We
> created a
> > > quote template with a different line item for each of the
> different
> > > products and putting the additional information in the comment
> > field.
> > > When we create a new quote we duplicate the template which
will
> > bring
> > > over the part numbers and comments. So far it is looking good.
> > >
> > > Butch
> > >
> > > ________________________________
> > >
> > > From: ami_miker [mailto:michael.randolph@a...]
> > > Sent: Wednesday, August 25, 2004 5:59 AM
> > > To: vantage@yahoogroups.com
> > > Subject: [Vantage] Alternate uses for Foreign Languages
> > >
> > >
> > > We have a group of products that have a very extended
> description
> > > (mini-specifications) that are shown on our quotes in our
legacy
> > > system. This is separate from the "normal" description for
the
> > part
> > > and is only used on the quotes. One suggestion that the
> > > implementation team came up with was to use the Foreign
> > Description
> > > field as a place to store this info and copy/paste it into the
> > Quote
> > > Comments as the quote is created.
> > >
> > > We have no need for the Foreign Language translator and have
> > created
> > > a new "language" called Quote Description with a base language
> > > of "English" to avoid any translations of labels
> > > for "Part", "Customer ID", etc. The problem is that I only
> > > see "English" in the Language field for the Foreign
Description
> > for
> > > the Part. I don't want to change the default language for the
> > > company, but it would be a helpful reminder if we could
> > show "Quote
> > > Description" in the Language Field.
> > >
> > > Any suggestions?? Anyone tackle a similar problem in a
> different
> > > way?
> > >
> > >
> > > Thanks,
> > > Michael Randolph
> > > American Magnetics, Inc.
> > > Vantage Version: 6.10.504
> > >
> > >
> > >
> > > Useful links for the Yahoo!Groups Vantage Board are: ( Note:
> You
> > must
> > > have already linked your email address to a yahoo id to enable
> > access. )
> > > (1) To access the Files Section of our Yahoo!Group for Report
> > Builder
> > > and Crystal Reports and other 'goodies', please goto:
> > > http://groups.yahoo.com/group/vantage/files/.
> > > (2) To search through old msg's goto:
> > > http://groups.yahoo.com/group/vantage/messages
> > > (3) To view links to Vendors that provide Vantage services
goto:
> > > http://groups.yahoo.com/group/vantage/links
> > >
> > >
> > >
> > > Yahoo! Groups Sponsor
> > > ADVERTISEMENT
> > > click here
> > >
> >
>
<http://us.ard.yahoo.com/SIG=129su74hg/M=295196.4901138.6071305.30011
> > 76/
> > >
> >
>
D=groups/S=1705007183:HM/EXP=1093525180/A=2128215/R=0/SIG=10se96mf6/*
> > htt
> > > p://companion.yahoo.com>
> > >
> > > <http://us.adserver.yahoo.com/l?
> > M=295196.4901138.6071305.3001176/D=group
> > > s/S=:HM/A=2128215/rand=234033056>
> > >
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> > > [Non-text portions of this message have been removed]
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> >
> >
> > Useful links for the Yahoo!Groups Vantage Board are: ( Note:
You
> must
> > have already linked your email address to a yahoo id to enable
> access. )
> > (1) To access the Files Section of our Yahoo!Group for Report
> Builder
> > and Crystal Reports and other 'goodies', please goto:
> > http://groups.yahoo.com/group/vantage/files/.
> > (2) To search through old msg's goto:
> > http://groups.yahoo.com/group/vantage/messages
> > (3) To view links to Vendors that provide Vantage services goto:
> > http://groups.yahoo.com/group/vantage/links
> >
> >
> >
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> > click here
> >
>
<http://us.ard.yahoo.com/SIG=1298l7elu/M=298184.5285298.6392945.30011
> 76/
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>
D=groups/S=1705007183:HM/EXP=1093545623/A=2319498/R=0/SIG=11thfntfp/*
> htt
> > p://www.netflix.com/Default?mqso=60185352&partid=5285298>
> >
> > <http://us.adserver.yahoo.com/l?
> M=298184.5285298.6392945.3001176/D=group
> > s/S=:HM/A=2319498/rand=132471062>
> >
> > ________________________________
> >
> > Yahoo! Groups Links
> >
> >
> > * To visit your group on the web, go to:
> > http://groups.yahoo.com/group/vantage/
> >
> > * To unsubscribe from this group, send an email to:
> > vantage-unsubscribe@yahoogroups.com
> > <mailto:vantage-unsubscribe@yahoogroups.com?subject=Unsubscribe>
> >
> > * Your use of Yahoo! Groups is subject to the Yahoo! Terms
of
> > Service <http://docs.yahoo.com/info/terms/> .
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
>
>
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You
must
> have already linked your email address to a yahoo id to enable
access. )
> (1) To access the Files Section of our Yahoo!Group for Report
Builder
> and Crystal Reports and other 'goodies', please goto:
> http://groups.yahoo.com/group/vantage/files/.
> (2) To search through old msg's goto:
> http://groups.yahoo.com/group/vantage/messages
> (3) To view links to Vendors that provide Vantage services goto:
> http://groups.yahoo.com/group/vantage/links
>
>
>
> Yahoo! Groups Sponsor
> ADVERTISEMENT
> click here
>
<http://us.ard.yahoo.com/SIG=129k10117/M=298184.5285298.6392945.30011
76/
>
D=groups/S=1705007183:HM/EXP=1093555878/A=2319498/R=0/SIG=11thfntfp/*
htt
> p://www.netflix.com/Default?mqso=60185352&partid=5285298>
>
> <http://us.adserver.yahoo.com/l?
M=298184.5285298.6392945.3001176/D=group
> s/S=:HM/A=2319498/rand=471688018>
>
> ________________________________
>
> Yahoo! Groups Links
>
>
> * To visit your group on the web, go to:
> http://groups.yahoo.com/group/vantage/
>
> * To unsubscribe from this group, send an email to:
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>
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> Service <http://docs.yahoo.com/info/terms/> .
>
>
>
>
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