15.02.00 Creating eQuotes

To create an eQuote,

• Click on the Materials Tab
• Place a check in "View eQuotes" if not already done - the Material eQuotes panel displays
• Select one or more Items in the Material List (using <Ctrl> or <Shift> key) - select the entire list by clicking in the cell located right above 1 and left of the header Item Code

• You can use the filters on the Materials list to make selecting specific Material Items easier.

• Drag the selected Item(s) to the New eQuote Request area

• Release the mouse button when the Item(s) is over the New eQuote Request header - the eQuote Details dialog opens - customize the Name, Ship Date and other information for this eQuote

• You can copy and paste Stocking Instructions and Notes to Supplier from your spec sheets or some external program (such as Word or Excel).  

• Click Close when finished

The Item(s) shows in the New eQuote Request area's Request Item List.

Each item displays its Item Code, Description, Quantity Requested,  UOM, Price Per, and Current Price.

• Things to know...

• Material Items are automatically grouped by Material Cost Code, you can toggle this off using the eQuote Manager Drop Down (described in the next article)

• A Material Item can only be added to ONE eQuote within the Base Bid/Alternates.  

• A Material Item can be added to different eQuotes in the Base Bid and Change Orders.
• eQuote requests can be updated with new items up until the point where the request is sent.  Once you send an eQuote to a Supplier, you can no longer add Items to it.
• You can combine different sizes of the same Item into one eQuote line item.  Simply highlight those Items that are the same, right-click and then select Combine Sizes.  You can also click the "Combine All Sizes" button and Quick Bid automatically combines all possible sizes for like Items.

Removing Items

Remove Item(s) from a quote request by right-clicking on the line to remove and select Remove Item.  Only that Item is removed from the eQuote.

Even after an eQuote is sent, Items can be removed. If the Supplier provides pricing for an Item removed from an eQuote, that pricing is ignored.  Since the Supplier quoted the Material Pricing based on the entire eQuote, the prices provided by the Supplier may not be honored. If in doubt, contact the Supplier and/or submit a NEW eQuote with only those Items requiring pricing.

• If you delete all Items from an eQuote, the eQuote is deleted.

Deleting .eQuotes

Delete an entire eQuote request by clicking the little drop-down indicator in the eQuote Header and selecting Delete eQuote.  The entire eQuote is deleted - there is NO way to undo this deletion.

• If you attempt to delete an eQuote that was already sent, you will receive a notification asking if this is what you really want to do.  If you later receive pricing back from a Vendor, you will not be able to import that pricing into the Bid.

Next, add and manage Suppliers to this eQuote

Managing Invited Suppliers