How to Create an Enquiry

Enquiries can be logged in the C-SAM system for tracking. Enquiries can be created for Personnel, Equipment, Stock and Miscellaneous Charges.

Locate the Enquiry Dataset

1. Go to the Sales category folder in the main menu and select Enquiries:

Add New Enquiry

2. Select New Record>Enquiries or hit Insert on your keyboard.
3. Fill in the relevant fields.

Note: (Pink = System Generated, Blue = Mandatory):

Field	Description
Client	Select the relevant client for the enquiry
Contract	Select the relevant contract the enquiry relates to (if applicable)
Date of Enquiry	Automatically defaults to today’s date, can be changed
Job Type	Select the relevant job type for the enquiry
Quotation Type	Select the relevant quotation type (This will determine the rates available on the enquiry)
Enquiry Status	Automatically defaults to Open
Enquiries (Hdr)
Tender	Select the relevant tender (if applicable)
Enquiry Type	Select the relevant enquiry type of the enquiry
Work Scope	Select the relevant work scope type of the enquiry (if applicable)
Prospect Rating	Hot, Warm or Cold for example
Likelihood	Percentage value of enquiry moving to a job
Expected Start Date	Select the start date from the calendar
Expected End Date	Select the end date from the calendar
Submission Date	This will automatically update after the email quotation function is run
Award Date	This will automatically update after the create job function is run
Work Site	Select the relevant work site
Work Site Type	This should automatically populate when the work site is selected
Work Site Location	This should automatically populate when the work site is selected
Field Name	Enter a field name (if applicable)
Well No	Enter a well no (if applicable)
Zone	Select the relevant zone (if applicable)
Country	Select the relevant country
Client Contact	Select the relevant contact of the enquiry
Contact Phone	This will automatically populate when a client contact has been assigned
Contact Email	This will automatically populate when a client contact has been assigned
Accounts Job Number	Enter the accounts job number (if applicable)
Division	Select the relevant division (if applicable)
Job Description	Enter the job description of the enquiry
Client Project	Enter the client project details (if applicable)
Received by User	This will automatically default to the user logged in, can be changed
Responsible Owner User	This will automatically default to the user logged in, can be changed
Chase Date	If not populated automatically, select a date from the calendar
Reason Unsuccessful	If the enquiry is unsuccessful, select a reason to record patterns
Enquiry Folder	The system will automatically create a folder for the enquiry when saved
Expected Manifest Date	Select a date from the calendar (if applicable)
Expected Duration	Enter the expected duration in day format
Minimum Hire Period	This field can be defaulted by Group Company settings, user changeable if required
Billing Currency	If this field does populate automatically, select the relevant currency
Markup or Discount %	Enter a percentage value if a markup or discount should be applied
Backcharge %	Enter appropriate backcharge % for re-chargeable PO’s
Withholding %	Enter a percentage value if withholding tax is applicable to the enquiry
Business Unit	Defaulted to the Users Business Unit or select appropriate
Group Company	Defaulted to the Users Group Company or select appropriate
Stock Office	Select the relevant stock office
Stock Location	If this field does not populate automatically, select the relevnt stock location (if applicable)
Enquiry Office	Select the relevant enquiry office

4. Select the Notes and Job Instructions tab (Full Enquiry Details role required) and add any information required (The tick boxes will be set by the system based on the job type selected):

5. Select the Approval Information tab and select an Approval by User:

6. Enquiry Totals – shows the overall totals of the Enquiry in Group Company Currency (GC) and System Currency (SC):

Note: If equipment, stock, personnel or miscellaneous charges are required on the enquiry, see:

How to Add Enquiry Items and Rates - Equipment
How to Add Enquiry Items and Rates - Stock
How to Add Personnel Requirements and Rates - Enquiry
How to Add Enquiry Misc Charges