Thanks for the ideas, Brenda. We don't have the Configurator module (yet), but what you're describing is where I'd like to go with the quoting process.
Larry
My company has a pretty exhaustive three-page internal RFQ form in Excel that is filled out by our sales group, our engineers, and then supply chain. It basically contains all the details that would typically be filled out in the Opportunity/Quote Entry. Once it is completed by all departments, we then start to build the quote in Epicor.
The individuals involved in this process have come to my department to find a way to do this within Vista. In my opinion, it seems like they want to enter the quote information but not call it a quote, and then transfer that to a quote. I do see the value in gathering all the data beforehand, but at the same time, it seems like the work is being duplicated, and this could more or less just be filled out in Vista and skip the Excel sheet altogether.
I am just wondering how other companies handle this pre-quote step. I want to cut out the extra work and utilize Vista as much as we can.
Sounds like a configurator project to me (go figure). Our quote configurator goes thru a couple departments before being completed as well. I use email notification to let the next group know that it is their turn so to speak as well as a visual Date/timeline on the Summary page of the Quote Entry so the users can see where it is in the process at a glance.
Brenda
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, November 09, 2015 10:17 AM
To: vantage@yahoogroups.com
Subject: [Vantage] RFQ Process
My company has a pretty exhaustive three-page internal RFQ form in Excel that is filled out by our sales group, our engineers, and then supply chain. It basically contains all the details that would typically be filled out in the Opportunity/Quote Entry. Once it is completed by all departments, we then start to build the quote in Epicor.
The individuals involved in this process have come to my department to find a way to do this within Vista. In my opinion, it seems like they want to enter the quote information but not call it a quote, and then transfer that to a quote. I do see the value in gathering all the data beforehand, but at the same time, it seems like the work is being duplicated, and this could more or less just be filled out in Vista and skip the Excel sheet altogether.
I am just wondering how other companies handle this pre-quote step. I want to cut out the extra work and utilize Vista as much as we can.