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QB - 09.01 Making Adjustments to Materials Used, Suppliers, and Material Costs
Learning Goal The goal of this chapter is to explain to you how you can make… |
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QB - 09.02 Material Swapping (Replacing a Material throughout your Bid)
If you are like many estimators, you complete a Bid and then someone comes… |
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QB - 09.03 Refreshing a Bid's Material Pricing from Master Data
Sometimes, you may be working on an older Bid, or you duplicate an older Bid… |
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QB - 09.04 Rounding Quantities (to whole container) on the Materials Tab
There are three ways you can round Containers on the Materials Tab: You can… |
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QB - 09.05 Using eQuotes To Request and Manage Material Pricing
Did you ever wish there was a way to make sending, receiving, and managing… |
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QB - 09.06 How eQuote Works
Below is a step-by-step guideline for how eQuotes work. First, the estimator… |
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QB - 09.07 Creating (Starting) an eQuote
To start an eQuote, Click on the Materials Tab Place a check in "View eQuotes"… |
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QB - 09.08 Adding and Removing Items from an eQuote
After creating an eQuote, to add additional Materials to the eQuote, select… |
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QB - 09.09 Deleting an eQuote
Delete an entire eQuote request by clicking the little drop-down indicator… |
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QB - 09.10 Inviting a Supplier to Provide Pricing via eQuote
Multiple Suppliers may be invited to submit pricing for each eQuote even if… |
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QB - 09.11 Sending an eQuote Request to a Supplier
After Inviting one ore more Suppliers to an eQuote, the next step is to send… |
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QB - 09.12 How the Supplier Fills Out an eQuote
Once you send an eQuote to a Supplier, that Supplier receives an "eQuote Invitation"… |
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QB - 09.13 Receiving a Completed eQuote Back from a Supplier
06.After a Supplier submits the eQuote pricing information via the eQuote Web… |
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QB - 09.13.01 What are eQuote Alerts and Why are They Important?
Notice the alert in the screenshot below - review the eQuote details for more… |
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QB - 09.14 Comparing and Awarding eQuotes
After you've received responses from all Suppliers and have imported their… |
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QB - 09.14.01 eQuote Details, Unquoted Items, and Adjusting (Overriding) Supplier Pricing
eQuote Details As noted in the Related article (Receiving eQuotes from Suppliers),… |
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QB - 09.14.02 Printing the eQuote Comparison Report
You can print a comparison report so you can compare eQuote side-by-side to… |
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QB - 09.14.03 Accepting (Awarding) a Supplier's Entire eQuote
After you review and compare your Suppliers' responses to your eQuote request,… |
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QB - 09.14.04 Cherry Picking which Items' Pricing to Accepting (Awarding) from One or More eQuotes
In the previous article, we covered how to accept a Supplier's entire eQuote.… |
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QB - 09.14.05 UnAccepting an eQuote
After you Accept (Award) an eQuote from a Supplier, you can "unaccept" it to… |