Overview
The ‘Reserve Quote No.’ feature enables the user to reserve a quote number when a request is received. The quote may not be able to be completed at that time for a multiple of reasons but the quote number is reserved for the client keeping quoting in the correct sequence.
On the OPTO Ribbon select the QUOTES tab and then click on the ‘Reserve Quote No’ icon
Enter the client code or click on the drop-down arrow for the client code to select the required client from the list and click on OK, then press <TAB> to display the client’s details. Continue to press <TAB> to fill the ‘Date Issued’ field and click in the ‘Date Required’ field and enter the date the quote is required. Enter a description for the quote in the ‘Job Description’ field. Enter data in the ‘Div’ and ‘Cat’ field if necessary.
Click in the ‘Resp Emp No’ and click on the drop-down arrow or press <F2> and select employee responsible to follow the request to the quote creation. Press <TAB> to advance to the ‘Attention; field and click on the drop-down arrow or press <F2> and select the appropriate client contact from the pop-up list and click OK. Enter any information in regards to the client or quote in the ‘Internal Info’ area.
To attach files to this record, click on the line under the ‘Description’ heading and type in a brief description. Press <TAB> to advance to the ‘Filename’ field press <F2> or double-click and browse your computer system for the files you wish to attach. Click on the required files to highlight and then click on the Open button. The file path is saved to that area
To view the attached files, click on the paper clip icon in the top right of the window.
To view reserved quotes – On the QUOTES tab, click on the ‘Quote Activity’ icon. Enter the date range and then click in the ‘Select RFQ Only’ box and then click on the Refresh button. (RFQ = Request For Quote)
The quotes can be accessed from the ‘Quote Activity’ window by dbl-clicking on the ‘Quote No.’
Or by
Opening the QUOTES tab, and then click on the ‘Edit Quote’ icon to display the ‘Please Select a Quote’ pane. Enter the required quote number or press <F2> and select quote from the pop-up list, then click on OK.
Opto Software Pty Ltd Revised: 03/12/24
