Enquiry Items are used for entering stock onto the enquiry. This will populate the quotation and will be pulled onto the job when it is created.
Note: (Pink = System Generated, Blue = Mandatory):
Field | Description |
---|---|
Requested Qty: | Enter the total qty required for the Stock |
Our Part No.: | Click on the binocular symbol and search for the stock item required OR enter the stock part number directly into the field. |
Category: | The appropriate stock Category will be populated when the Our Part No is selected. |
Enquiry Type: | The appropriate stock Equipment Type will be populated when the Our Part No is selected. |
Asset Description: | Do not enter |
Model: | Do not enter |
Enquiry Items (Hdr) | |
Sort Order: | This will automatically update with every record you add, however, this can be amended to show in a different order if required |
Item Description: | This will be populated by the system with the Stock description when Our Part No is selected |
Technical Spec Notes: | Text field to record any technical specifications if required. |
Sale or Return (Tickbox): | Check this box if the part is a sale or return item |
Chargeable: | Tick the chargeable tick box |
Stock Item: | This will be populated by the system based on the Equipment Type Selected |
Expected Manifest Date: | Select the relevant date from the calendar, this will be populated from the enquiry header if it has been set. |
Minimum Hire Period: | This will be defaulted from the Enquiry header, if not, set to 1 for stock items |
Not Required (Tickbox): | Check this box if the item is no longer required |
Enter the Stock Cost and Revenue values (hdr).
Field | Description |
---|---|
Cost Rate BC: | Enter the Cost value of the Stock |
Stock Revenue: | Enter the Value you will charge this item at |
Stock Mark Up or Disc %: | Enter a whole or minus value to mark up/discount the Revenue Rate |
You can add multiple lines to the Enquiry Items dataset, either Select Next from the toolbar or select Close from the Toolbar to return to the Enquiries dataset.
How to Add Enquiry Items and Rates – Equipment
How to Add Personnel Requirements and Rates – Enquiry
How to Add Enquiry Misc Charges