'No Quote' Quotes

Yahoo Archive
1
You could always add a checkbox control and hijack one of the .checkbox## fields to indicate 'no quote'.


--- On Thu, 12/4/08, Jasper Recto <jrecto@...> wrote:

From: Jasper Recto <jrecto@...>
Subject: [Vantage] 'No Quote' Quotes
To: "Vantage Groups (vantage@yahoogroups.com)" <vantage@yahoogroups.com>
Date: Thursday, December 4, 2008, 11:57 AM






Is there a field in Vantage where a user can signify that a quote WILL NOT be quoted?

We have a bunch of 'Not Quoted' quotes in the system. Some of them we just haven't quoted yet and some we have decided that we will not quote the business.

Any way to tell the difference?

Thanks,
Jasper

[Non-text portions of this message have been removed]
2
Is there a field in Vantage where a user can signify that a quote WILL NOT be quoted?

We have a bunch of 'Not Quoted' quotes in the system. Some of them we just haven't quoted yet and some we have decided that we will not quote the business.

Any way to tell the difference?

Thanks,
Jasper



[Non-text portions of this message have been removed]
3
The default form translates a zero dollar quote as 'not quoted'.



Charlie Smith

2W Technologies LLC / Smith Business Services





From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Jasper Recto
Sent: Thursday, December 04, 2008 11:58 AM
To: Vantage Groups (vantage@yahoogroups.com)
Subject: [Vantage] 'No Quote' Quotes



Is there a field in Vantage where a user can signify that a quote WILL
NOT be quoted?

We have a bunch of 'Not Quoted' quotes in the system. Some of them we
just haven't quoted yet and some we have decided that we will not quote
the business.

Any way to tell the difference?

Thanks,
Jasper

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
4
Hi Jasper,

Back here on version 5.2 we did we had the same issue and use VB Form.
We added a checkbox for "NO QUOTE" and a drop-down for reasons. Our
procedure is that if we decide to 'no quote' the quoted assigned goes
into the VB form, checks off NO QUOTE and selects a reason from the
drop-down. Then back at the quote, manually 'closes' the quote.

5.2 has no standard quote reporting so all of the quoting reports we use
were home-grown anyway, and we use this field in combination with others
for our reporting purposes.

HTH,
Sarah

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5
Isn't a task assigned?

Where the Quote would be "won" or "lost"?

I would think that would be the best way to tell the difference. Set the
Quote to "Lost" if you aren't going to quote the business.

----- Original Message -----
From: "Jasper Recto" <jrecto@...>
To: <vantage@yahoogroups.com>
Sent: Thursday, December 04, 2008 11:57 AM
Subject: [Vantage] 'No Quote' Quotes


> Is there a field in Vantage where a user can signify that a quote WILL NOT
> be quoted?
>
> We have a bunch of 'Not Quoted' quotes in the system. Some of them we
> just haven't quoted yet and some we have decided that we will not quote
> the business.
>
> Any way to tell the difference?
>
> Thanks,
> Jasper
>
>
>
> [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/linksYahoo! Groups Links
>
>
>
6
I've never seen the 'Won' or 'Lost' field. Where is that?

Thanks!
Jasper

________________________________
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Ned
Sent: Thursday, December 04, 2008 12:44 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] 'No Quote' Quotes


Isn't a task assigned?

Where the Quote would be "won" or "lost"?

I would think that would be the best way to tell the difference. Set the
Quote to "Lost" if you aren't going to quote the business.

----- Original Message -----
From: "Jasper Recto" <jrecto@...<mailto:jrecto%40locper.com>>
To: <vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>>
Sent: Thursday, December 04, 2008 11:57 AM
Subject: [Vantage] 'No Quote' Quotes

> Is there a field in Vantage where a user can signify that a quote WILL NOT
> be quoted?
>
> We have a bunch of 'Not Quoted' quotes in the system. Some of them we
> just haven't quoted yet and some we have decided that we will not quote
> the business.
>
> Any way to tell the difference?
>
> Thanks,
> Jasper
>
>
>
> [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/.<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/linksYahoo! Groups Links
>
>
>



[Non-text portions of this message have been removed]
7
I think that 'comes alive' with quotes only if you have CRM?


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Jasper Recto
Sent: Thursday, December 04, 2008 1:00 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] 'No Quote' Quotes

I've never seen the 'Won' or 'Lost' field. Where is that?

Thanks!
Jasper

________________________________
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Ned
Sent: Thursday, December 04, 2008 12:44 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] 'No Quote' Quotes


Isn't a task assigned?

Where the Quote would be "won" or "lost"?

I would think that would be the best way to tell the difference. Set the
Quote to "Lost" if you aren't going to quote the business.

----- Original Message -----
From: "Jasper Recto" <jrecto@...<mailto:jrecto%40locper.com>>
To: <vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>>
Sent: Thursday, December 04, 2008 11:57 AM
Subject: [Vantage] 'No Quote' Quotes

> Is there a field in Vantage where a user can signify that a quote WILL
NOT
> be quoted?
>
> We have a bunch of 'Not Quoted' quotes in the system. Some of them we
> just haven't quoted yet and some we have decided that we will not
quote
> the business.
>
> Any way to tell the difference?
>
> Thanks,
> Jasper
>
>
>
> [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/.<http://groups.yahoo.com/gr
oup/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/linksYahoo! Groups Links
>
>
>



[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/linksYahoo! Groups Links



<DIV><font size="1.5" face="Bookman Old Style">__________________________________________________________________________________________________________________

This email may contain material that is confidential, privileged and/or attorney work product for the sole use of the intended recipient. Any review, reliance or distribution by others or forwarding without express permission is strictly prohibited. If you are not the intended recipient, please contact the sender and delete all copies.
__________________________________________________________________________________________________________________<DIV><FONT>