Greg, thank you so much...this helps
________________________________
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of gclauser
Sent: Wednesday, December 22, 2010 5:04 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: How to Quote using vantage 6
The mechanics are pretty simple but some things are a little irritating.
Once you have copied details from either methods or quotes a few times
you'll understand.
The hard part for me was trying to adjust the parameters for all steps
(work centers, operations, set-up costs, etc.) to yield a result that
closely approximated the way they were currently quoting. _Educating and
training salesmen and sales managers on the calculations so that they
both understand and trust the result is the real challenge_.
That said, the steps are:
Log into Vantage as someone with quoting permissions. Choose "Add
Quote". Choose or create a new Customer. Add a quote line. Create (or
choose an existing) part number.
After that is where you would choose to copy details from either another
quote (but it has to be a "quoted" quote) or a part in your existing
part master (must be an "approved" Revision). It can be difficult
finding the right quote to copy from on the fly so I recommend noting
ahead of time what quote and line you want to copy methods from. If the
quote you want to copy from's status is not "quoted" you won't find it.
Once you've copied methods into your new quote line, make whatever
changes you need like adding or deleting operations, changing rates,
materials, adding new component parts, set-up times, etc. Pretty much
exactly the same as engineering a part in the engineer's workbench or
methods master.
If you are quoting quantity breaks, if particular customers have price
lists or discounts, you use salesmen commissions, markup percents, etc.
it can get a little confusing but be aware to check that these type of
things show up in the worksheet and make sense.
I do not like the fact that I had to mark a quote as "quoted" in order
to print a hard copy of either the quote or just the worksheet. I was
constantly "quoting", "Printing", and "Unquoting" (unapproving?) just so
I could have a hard copy for discussion.
Anyway, depending on how you number parts or how high your quote hit
rate is you might want to make a few shortcuts. We had a pretty high hit
rate, meaning if we were quoting it, the majority of the time we would
get the work. For that reason, the methods of manufacture in the quote
was very accurate. Once we created the part number in our database,
copying the methods from the quote in the engineering workbench when
creating the official manufacturing methods saved a lot of time and
provided a nice audit trail.
If you do not have a high hit rate and/or do not create parts in your
part master at all and just work from non-repetitive jobs this might not
make sense. We would always create a part in our part master but not
until the quote was accepted. That meant that if I wanted to be able to
drill down in the part master to the quote I would have to "adjust" the
quote to be the exact same part number.
Also, depending on how similar your parts and/or processes are it can be
very helpful to create dummy' parts in your part master, a 'dummy' quote
or multiple 'dummy' quotes and customers to copy from. Can be pretty
helpful.
Greg
[Non-text portions of this message have been removed]
________________________________
The information contained in this message is intended solely for the individual it is specifically and originally addressed. This message and its contents may contain confidential or privileged information. If you are not the intended recipient, you are hereby notified that any disclosure or distribution, or taking any action in reliance on the content of this information is strictly prohibited. If you received this message in error, please delete it from any computer and notify the sender. If you suspect that this message may have been altered, please notify the sender.
[Non-text portions of this message have been removed]
________________________________
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of gclauser
Sent: Wednesday, December 22, 2010 5:04 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: How to Quote using vantage 6
The mechanics are pretty simple but some things are a little irritating.
Once you have copied details from either methods or quotes a few times
you'll understand.
The hard part for me was trying to adjust the parameters for all steps
(work centers, operations, set-up costs, etc.) to yield a result that
closely approximated the way they were currently quoting. _Educating and
training salesmen and sales managers on the calculations so that they
both understand and trust the result is the real challenge_.
That said, the steps are:
Log into Vantage as someone with quoting permissions. Choose "Add
Quote". Choose or create a new Customer. Add a quote line. Create (or
choose an existing) part number.
After that is where you would choose to copy details from either another
quote (but it has to be a "quoted" quote) or a part in your existing
part master (must be an "approved" Revision). It can be difficult
finding the right quote to copy from on the fly so I recommend noting
ahead of time what quote and line you want to copy methods from. If the
quote you want to copy from's status is not "quoted" you won't find it.
Once you've copied methods into your new quote line, make whatever
changes you need like adding or deleting operations, changing rates,
materials, adding new component parts, set-up times, etc. Pretty much
exactly the same as engineering a part in the engineer's workbench or
methods master.
If you are quoting quantity breaks, if particular customers have price
lists or discounts, you use salesmen commissions, markup percents, etc.
it can get a little confusing but be aware to check that these type of
things show up in the worksheet and make sense.
I do not like the fact that I had to mark a quote as "quoted" in order
to print a hard copy of either the quote or just the worksheet. I was
constantly "quoting", "Printing", and "Unquoting" (unapproving?) just so
I could have a hard copy for discussion.
Anyway, depending on how you number parts or how high your quote hit
rate is you might want to make a few shortcuts. We had a pretty high hit
rate, meaning if we were quoting it, the majority of the time we would
get the work. For that reason, the methods of manufacture in the quote
was very accurate. Once we created the part number in our database,
copying the methods from the quote in the engineering workbench when
creating the official manufacturing methods saved a lot of time and
provided a nice audit trail.
If you do not have a high hit rate and/or do not create parts in your
part master at all and just work from non-repetitive jobs this might not
make sense. We would always create a part in our part master but not
until the quote was accepted. That meant that if I wanted to be able to
drill down in the part master to the quote I would have to "adjust" the
quote to be the exact same part number.
Also, depending on how similar your parts and/or processes are it can be
very helpful to create dummy' parts in your part master, a 'dummy' quote
or multiple 'dummy' quotes and customers to copy from. Can be pretty
helpful.
Greg
[Non-text portions of this message have been removed]
________________________________
The information contained in this message is intended solely for the individual it is specifically and originally addressed. This message and its contents may contain confidential or privileged information. If you are not the intended recipient, you are hereby notified that any disclosure or distribution, or taking any action in reliance on the content of this information is strictly prohibited. If you received this message in error, please delete it from any computer and notify the sender. If you suspect that this message may have been altered, please notify the sender.
[Non-text portions of this message have been removed]