Enquiry Items are used for entering equipment onto the enquiry. This will populate the quotation and will be pulled onto the job when it is created.
Note: This will automatically update the Enquiry Rates tab, see steps 8-9 on how to view/amend the rate.
Note: (Pink = System Generated, Blue = Mandatory):
Field | Description |
---|---|
Requested Qty: | Enter the total qty required for the Asset Description selected |
Category: | Enter the appropriate equipment Category |
Equipment Type: | Enter the appropriate equipment type |
Our Part No: | This should only be entered if adding Stock to the Enquiry, do not enter for assets |
Asset Description: | Enter the appropriate equipment Category (If the Asset Description is entered prior to the Category and Equipment type the system will backfill these fields and they will not have to be manually selected) |
Model: | Enter the appropriate Model |
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 field will be populated with the asset description and will appear on the reports. This is user changeable. |
Technical Spec Notes: | Text field to record any technical specifications if required. This can be populated by the system if it is set up against the Model dataset. |
Third Party Hire (Tickbox): | Check this box if the part is third party hired |
Sale or Return (Tickbox): | Check this box if the part is a sale or return item |
Chargeable (Tickbox): | This field will be populated by the system based on the Asset Description selected, this can also be manually set. Rates will not be added by the system if this is not set. |
Asset Item (Tickbox): | This will populate by the Equipment Type selected |
Stock Item (Tickbox): | This will populate by 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: | Enter the value of days (if applicable) |
Not Required (Tickbox): | Check this box if the item is no longer required |
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.
Note: To view Assets with an alternative Asset Status, amend the search criteria and select Search from the toolbar.
How to Add Enquiry Items and Rates – Stock
How to Add Personnel Requirements and Rates – Enquiry
How to Add Enquiry Misc Charges