Procedures

Quick Lists may be used when we want to save our Quote layout, particularly when it includes Sections or Labor lines with Work Breakdown Structure (WBS) numbers.  WBS numbers allow us to streamline Project planning and eliminate the need for Project Managers to manually match Labor lines to Tasks.  Furthermore, Quick Lists allow us to add groups of items to a Quote instead of adding each item individually.

Create a Quick List

1. Open the Customer record and click on the Quotes / Quick Lists tab.  Note: a globally available Quick List may be created under one Customer and later used under another if required.
2.  In the bottom Quick Lists grid, click the ADD icon.  A “Quote: Add” form will open in EDIT mode.  The Order Type will default to QUICKLIST.
3.  On the Quote tab of this new form, complete all fields for which you have information, including an intuitive Title.  Note: fields indicated with an asterisk are mandatory.
4. If you wish to be able to use this Quick List on other Customers, check the Use Globally checkbox.
5. Eff. Date and Term. Date: Quick Lists will only display as available options for the period defined between the Effective Date and Termination Date.
6. On the Line Items tab, use the Line Items grid ADD icon to Add Section if you plan to use Sections to this Quick List
7. Add Line Items to Line Items grid using the Find Products icon (left side of window).  Use filters to narrow your results as needed.  In the Find Products Parts grid, select the Items you wish to add and click the ADD icon above this grid.
8. Back in the Line Items grid, double click in the WBS column to add WBS numbers.
9. Click the SAVE icon.
10. In order for a Quick List to be used, it must be in CONFIRMED Status.  Click the Process icon and in the window that appears, click the “Confirm Quicklist” button.

Use a Quick List

In order for a Quick List to be used, it must be in CONFIRMED Status.

1. Open the Customer record and click on the Quotes / Quick Lists tab.
2. In the top “Quotes” grid, click the ADD icon.  A “Quote: Add” form will open in EDIT mode.  The Order Type will default to SALE.
3. On the Quote tab of this new form, complete all fields for which you have information, including an intuitive Title.  Note: fields indicated with an asterisk are mandatory.
4. On the Line Items tab, click the Quick Lists icon to the left of the Line Items grid.
5. In the Quick Lists grid, select the Quick List you wish to use by clicking the ADD icon on the associated line.  A pop up window will appear.  Define your desired Cost Source, Price Source and Qty, and then click OK.  You may save these preferences for later use by clicking the Save Preferences button.  Note: selecting “Parent” for Cost or Price Source will ensure this information is pulled from the actual Quick List you selected.  Selecting “Master” for these will pull them from the Items’ Master Records.
6. Add any additional Sections via the Line Items ADD icon, or additional Items via the Find Products icon.
7. Click the form SAVE icon and process your Quote as you normally would.