Printing Quote problem with tax expemtion - 6.1

Yahoo Archive
1
Hi Mark,

Here in the US we have customers in Canada that we quote 6% GST.
While we are running Vantage 8.03 and not 6.1, what I did was created
a formula in the Crystal form that searched for the country of Canada
in the quote address string. If the formula finds Canada, then it
calculates the GST tax based on merchandise only, otherwise the tax
is zero.

Thanks,
David


--- In vantage@yahoogroups.com, "Stuart Noble" <stuart@...> wrote:
>
> Hi Mark,
>
> At least half of our quotes are for overseas customers. We are
unable to
> include GST on any our quotes, I have not searched for the reason
why,
> but I remember it was a big issue during the implementation. I
remember
> us asking for a quote form which included GST amount, and we were
> finally persuaded that if we wanted to quote overseas also, that
there
> was no option for the forms by the company who did the
implementation.
> So we decided that all of our Quotes, overseas or domestic, would
have a
> very big footer which states "GST EXCLUSIVE". This is apparently
legal
> in Australia, but we haven't had any issues yet to really find out.
>
> So while I haven't helped, I guess this backs up what you have
found.
>
>
>
> Stuart Noble
> Thompson Meat Machinery
> stuart@...
> ' + 61 7 3803 6643
>
>
>
> -----Original Message-----
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf
> Of Mark Howard
> Sent: Tuesday, 7 August 2007 2:47 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] printing Quote problem with tax expemtion - 6.1
>
>
>
> I was doing some work on the quote in Vantage 6.1
>
> All sales within Australia are subject to 10% tax (GST). we do quote
> items Overseas companies which are exempt.
>
> There doesn't seem to be any field I can use to calculate a tax
exempt
> customer in crystal reports. only some of the field come through
into
> the crystal report. I would really like to use the Quotedtl tax
> category to make customer exempt or not or Quotehed Territory.
>
> Has anyone come across a simular problem?
>
>
>
> Regards,
>
> Mark Howard
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
2
We are trying to determine where a sales order should actually be
created—from our customer service reps or a stand-alone order entry
department. Our resources are limited and we are trying to find a
solution that will increase processing efficiency but keep errors to a
minimum. (Our inside sales reps take about 75 calls/day.) We are
operating on Vantage 8.03. If anyone cares to share feedback on how
you are processing your orders currently I would appreciate it.

Thank you,
Diane
3
Diane,

Give me more input as to the type of product you sell, with what
frequency, are you using quoting to get at the sales order, etc. We are
on 8.03 as well.

Thanks,

Rudy

rudy.rodriguez@...



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of vantagenook
Sent: Monday, July 16, 2007 2:54 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Sales order processing



We are trying to determine where a sales order should actually be
created-from our customer service reps or a stand-alone order entry
department. Our resources are limited and we are trying to find a
solution that will increase processing efficiency but keep errors to a
minimum. (Our inside sales reps take about 75 calls/day.) We are
operating on Vantage 8.03. If anyone cares to share feedback on how
you are processing your orders currently I would appreciate it.

Thank you,
Diane





[Non-text portions of this message have been removed]
4
Hello Rudy,

Thank you for your response! We manufacture linear motion products--
there are thousands of standard (off-the-shelf) parts and actually,
most of what we sell is considered a "modified standard"--for
instance, we can sell you a piece of screw stock (threaded rod) in a
standard length or cut it to a prescribed length or even machine the
ends and supply a "completed" assembly including screw, nut, support
blocks, etc (multiple components). One of my concerns is that even
with a system that should increase efficiency in processing orders,
if we have our inside sales folks processing their own orders, are we
imposing too time-consuming a task upon them? Would they be better
suited focusing their efforts on selling? Would we be better suited
if we used a central order-processing department? I realize that
these are questions that need to be posed to our management, but I am
fishing for ideas on how others are completing this task.

Currently, our business process model dictates that the salesperson
issues a quote to a customer and when the quote becomes an order, the
quote packet (customer information, drawing, etc) along with the
customer purchase order is submitted to an order entry department who
completes the contract review and inputs the information into our
computer system. After the order is entered, the order packet
(drawings, etc) is issued to different departments for review before
the order is actually flagged "live" in the system. This allows us
to go through a check system (engineering review,
production/inventory, etc)before the order hits the floor for
manufacturing. Any issues with the order can be flagged first. We
don't yet have our arms around the Vantage application--we are unsure
if we want to do all of this legwork in the quote module and then
have the order turned into an official sales order after engineering
and manufacturing is complete (that is the way that we perceive the
application wants to go)and we do not know if we want our salespeople
concentrating their efforts on administrating the orders.

Based on your experiences, do you have any suggestions on how we
should proceed with our order processing?

Thanks so much for your patience. I realize this is a lot of
information but I hope I was able to provide you with a clearer
picture of what we're trying to achieve. I appreciate any help you
care to offer.

Cheers,
Diane



--- In vantage@yahoogroups.com, "Rudy Rodriguez" <rudy.rodriguez@...>
wrote:
>
> Diane,
>
> Give me more input as to the type of product you sell, with what
> frequency, are you using quoting to get at the sales order, etc. We
are
> on 8.03 as well.
>
> Thanks,
>
> Rudy
>
> rudy.rodriguez@...
>
>
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf
> Of vantagenook
> Sent: Monday, July 16, 2007 2:54 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Sales order processing
>
>
>
> We are trying to determine where a sales order should actually be
> created-from our customer service reps or a stand-alone order entry
> department. Our resources are limited and we are trying to find a
> solution that will increase processing efficiency but keep errors
to a
> minimum. (Our inside sales reps take about 75 calls/day.) We are
> operating on Vantage 8.03. If anyone cares to share feedback on how
> you are processing your orders currently I would appreciate it.
>
> Thank you,
> Diane
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
5
Diane- You indicated that your inside sales reps take about 75 calls/day. Are these all order intake calls that result in order -cash fulfillment or are these inquiries on existing orders?. One suggestion is to split up the tasks of entering orders among 1 or 2 while the other one takes order status calls. While our sales volume isn't 75/day, it averages to about 10-15/day. We have one inside sales rep who does all of the above and 10 or more field reps who do the quoting and our inside sales rep is tasked to complete and release sales orders within 2 days of receiving the customer P.O. information. The inside sales rep has to also work in conjunction with the production mgr who also functions as the mtls mgr, shop supervisor to determine capable to promise/ship dates on orders based on sales order back logs. We sell configured product parts so the product configurator is a big component of creating orders. The production mgr also reviews all sales
orders released to make sure that all order lines data is ok and the A/R analyst determines corrections on customer info standing/credit limits/receivables etc.). Perhaps this is too simplified a process for your scenario. We get more complaints from the field sales reps on the quoting/CRM module since its not as intuitive or user friendly and is not as functionally rich as we had originally expected.



----- Original Message ----
From: Rudy Rodriguez <rudy.rodriguez@...>
To: vantage@yahoogroups.com
Sent: Monday, July 16, 2007 1:02:32 PM
Subject: RE: [Vantage] Sales order processing

Diane,

Give me more input as to the type of product you sell, with what
frequency, are you using quoting to get at the sales order, etc. We are
on 8.03 as well.

Thanks,

Rudy

rudy.rodriguez@ southwestsigns. com

____________ _________ _________ __

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf
Of vantagenook
Sent: Monday, July 16, 2007 2:54 PM
To: vantage@yahoogroups .com
Subject: [Vantage] Sales order processing

We are trying to determine where a sales order should actually be
created-from our customer service reps or a stand-alone order entry
department. Our resources are limited and we are trying to find a
solution that will increase processing efficiency but keep errors to a
minimum. (Our inside sales reps take about 75 calls/day.) We are
operating on Vantage 8.03. If anyone cares to share feedback on how
you are processing your orders currently I would appreciate it.

Thank you,
Diane

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






____________________________________________________________________________________
Moody friends. Drama queens. Your life? Nope! - their life, your story. Play Sims Stories at Yahoo! Games.
http://sims.yahoo.com/

[Non-text portions of this message have been removed]
6
Hi Rudy,

Thanks so much for your thoughtful response. While the reps are
taking about 75 calls, you are correct in assuming that not all calls
result in orders. Many of the calls are checking order status,
answering application questions, etc.

I like your suggestion or creating groups, or teams, with a portion
of the team fulfilling the order/data processing and the balance
answering phones. I think part of our issue is a resource problem so
perhaps with better staffing we'll be able to realize this vision.

thanks so much for sharing information about your company's setup as
well--we are going to adopt your policy of having a production person
review each order with configured parts.

I am curious: what sort of complaints are you fielding from your
salespeople regarding CRM/quoting? What is your opinion of the
module on the whole?

--- In vantage@yahoogroups.com, RSN <rsnsfi@...> wrote:
>
> Diane- You indicated that your inside sales reps take about 75
calls/day. Are these all order intake calls that result in order -
cash fulfillment or are these inquiries on existing orders?. One
suggestion is to split up the tasks of entering orders among 1 or 2
while the other one takes order status calls. While our sales volume
isn't 75/day, it averages to about 10-15/day. We have one inside
sales rep who does all of the above and 10 or more field reps who do
the quoting and our inside sales rep is tasked to complete and
release sales orders within 2 days of receiving the customer P.O.
information. The inside sales rep has to also work in conjunction
with the production mgr who also functions as the mtls mgr, shop
supervisor to determine capable to promise/ship dates on orders based
on sales order back logs. We sell configured product parts so the
product configurator is a big component of creating orders. The
production mgr also reviews all sales
> orders released to make sure that all order lines data is ok and
the A/R analyst determines corrections on customer info
standing/credit limits/receivables etc.). Perhaps this is too
simplified a process for your scenario. We get more complaints from
the field sales reps on the quoting/CRM module since its not as
intuitive or user friendly and is not as functionally rich as we had
originally expected.
>
>
>
> ----- Original Message ----
> From: Rudy Rodriguez <rudy.rodriguez@...>
> To: vantage@yahoogroups.com
> Sent: Monday, July 16, 2007 1:02:32 PM
> Subject: RE: [Vantage] Sales order processing
>
> Diane,
>
> Give me more input as to the type of product you sell, with what
> frequency, are you using quoting to get at the sales order, etc. We
are
> on 8.03 as well.
>
> Thanks,
>
> Rudy
>
> rudy.rodriguez@ southwestsigns. com
>
> ____________ _________ _________ __
>
> From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On
Behalf
> Of vantagenook
> Sent: Monday, July 16, 2007 2:54 PM
> To: vantage@yahoogroups .com
> Subject: [Vantage] Sales order processing
>
> We are trying to determine where a sales order should actually be
> created-from our customer service reps or a stand-alone order entry
> department. Our resources are limited and we are trying to find a
> solution that will increase processing efficiency but keep errors
to a
> minimum. (Our inside sales reps take about 75 calls/day.) We are
> operating on Vantage 8.03. If anyone cares to share feedback on how
> you are processing your orders currently I would appreciate it.
>
> Thank you,
> Diane
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
>
>
______________________________________________________________________
______________
> Moody friends. Drama queens. Your life? Nope! - their life, your
story. Play Sims Stories at Yahoo! Games.
> http://sims.yahoo.com/
>
> [Non-text portions of this message have been removed]
>
7
Diane, the CRM module is not very intuitive and our sales force members hate quoting from it. The time taken to quote/quick quote is still appalling. We have multiple scenarios to get into that far exceeds the scope of this thread however, if you have specific issues let me know.
thanks
rita


----- Original Message ----
From: vantagenook <vantagenook@...>
To: vantage@yahoogroups.com
Sent: Thursday, July 19, 2007 9:44:43 AM
Subject: [Vantage] Re: Sales order processing

Hi Rudy,

Thanks so much for your thoughtful response. While the reps are
taking about 75 calls, you are correct in assuming that not all calls
result in orders. Many of the calls are checking order status,
answering application questions, etc.

I like your suggestion or creating groups, or teams, with a portion
of the team fulfilling the order/data processing and the balance
answering phones. I think part of our issue is a resource problem so
perhaps with better staffing we'll be able to realize this vision.

thanks so much for sharing information about your company's setup as
well--we are going to adopt your policy of having a production person
review each order with configured parts.

I am curious: what sort of complaints are you fielding from your
salespeople regarding CRM/quoting? What is your opinion of the
module on the whole?

--- In vantage@yahoogroups .com, RSN <rsnsfi@...> wrote:
>
> Diane- You indicated that your inside sales reps take about 75
calls/day. Are these all order intake calls that result in order -
cash fulfillment or are these inquiries on existing orders?. One
suggestion is to split up the tasks of entering orders among 1 or 2
while the other one takes order status calls. While our sales volume
isn't 75/day, it averages to about 10-15/day. We have one inside
sales rep who does all of the above and 10 or more field reps who do
the quoting and our inside sales rep is tasked to complete and
release sales orders within 2 days of receiving the customer P.O.
information. The inside sales rep has to also work in conjunction
with the production mgr who also functions as the mtls mgr, shop
supervisor to determine capable to promise/ship dates on orders based
on sales order back logs. We sell configured product parts so the
product configurator is a big component of creating orders. The
production mgr also reviews all sales
> orders released to make sure that all order lines data is ok and
the A/R analyst determines corrections on customer info
standing/credit limits/receivables etc.). Perhaps this is too
simplified a process for your scenario. We get more complaints from
the field sales reps on the quoting/CRM module since its not as
intuitive or user friendly and is not as functionally rich as we had
originally expected.
>
>
>
> ----- Original Message ----
> From: Rudy Rodriguez <rudy.rodriguez@ ...>
> To: vantage@yahoogroups .com
> Sent: Monday, July 16, 2007 1:02:32 PM
> Subject: RE: [Vantage] Sales order processing
>
> Diane,
>
> Give me more input as to the type of product you sell, with what
> frequency, are you using quoting to get at the sales order, etc. We
are
> on 8.03 as well.
>
> Thanks,
>
> Rudy
>
> rudy.rodriguez@ southwestsigns. com
>
> ____________ _________ _________ __
>
> From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com] On
Behalf
> Of vantagenook
> Sent: Monday, July 16, 2007 2:54 PM
> To: vantage@yahoogroups .com
> Subject: [Vantage] Sales order processing
>
> We are trying to determine where a sales order should actually be
> created-from our customer service reps or a stand-alone order entry
> department. Our resources are limited and we are trying to find a
> solution that will increase processing efficiency but keep errors
to a
> minimum. (Our inside sales reps take about 75 calls/day.) We are
> operating on Vantage 8.03. If anyone cares to share feedback on how
> you are processing your orders currently I would appreciate it.
>
> Thank you,
> Diane
>
> [Non-text portions of this message have been removed]
>
>
>
>
>
>
>
____________ _________ _________ _________ _________ _________ _
____________ __
> Moody friends. Drama queens. Your life? Nope! - their life, your
story. Play Sims Stories at Yahoo! Games.
> http://sims. yahoo.com/
>
> [Non-text portions of this message have been removed]
>






____________________________________________________________________________________
Sick sense of humor? Visit Yahoo! TV's
Comedy with an Edge to see what's on, when.
http://tv.yahoo.com/collections/222

[Non-text portions of this message have been removed]
8
I was doing some work on the quote in Vantage 6.1

All sales within Australia are subject to 10% tax (GST). we do quote
items Overseas companies which are exempt.

There doesn't seem to be any field I can use to calculate a tax exempt
customer in crystal reports. only some of the field come through into
the crystal report. I would really like to use the Quotedtl tax
category to make customer exempt or not or Quotehed Territory.

Has anyone come across a simular problem?



Regards,



Mark Howard



[Non-text portions of this message have been removed]
9
Hi Mark,

At least half of our quotes are for overseas customers. We are unable to
include GST on any our quotes, I have not searched for the reason why,
but I remember it was a big issue during the implementation. I remember
us asking for a quote form which included GST amount, and we were
finally persuaded that if we wanted to quote overseas also, that there
was no option for the forms by the company who did the implementation.
So we decided that all of our Quotes, overseas or domestic, would have a
very big footer which states "GST EXCLUSIVE". This is apparently legal
in Australia, but we haven't had any issues yet to really find out.

So while I haven't helped, I guess this backs up what you have found.



Stuart Noble
Thompson Meat Machinery
stuart@...
' + 61 7 3803 6643



-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Mark Howard
Sent: Tuesday, 7 August 2007 2:47 PM
To: vantage@yahoogroups.com
Subject: [Vantage] printing Quote problem with tax expemtion - 6.1



I was doing some work on the quote in Vantage 6.1

All sales within Australia are subject to 10% tax (GST). we do quote
items Overseas companies which are exempt.

There doesn't seem to be any field I can use to calculate a tax exempt
customer in crystal reports. only some of the field come through into
the crystal report. I would really like to use the Quotedtl tax
category to make customer exempt or not or Quotehed Territory.

Has anyone come across a simular problem?



Regards,

Mark Howard

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





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