Create Quotation

Enables a quotation to be created for a customer. The quotation may, if required, be saved, retreived at a later date and, if applicable, converted to a booking.

What do you want to do?

• View the Create Quotation form
• Convert the Quotation to an agreement
• Add a charge
• View associated System Parameters

See also:

• Menubar and Toolbar
• Reservations form.

To access the Create Quotation form:

1. From the Master Menu, select the Vehicle rentals option and Company required.

   The VEHICLE RENTALS Menu is displayed.

2. Select the Reservations option.

   The Reservations and Availability form is displayed.

3. Select the icon.

   The Create Quotation form is displayed.

4. Select the or icon.

Create Quotation form

This form is divided into five parts that are as follows:

Title Bar

In addition to displaying the form name the Title Bar displays the Quotation Number as well as a number of other useful identification criteria and buttons.

Menubar and Toolbar

• File

• Tools

• Reports

• Help

Menu	Icon	Description
File > New		Enables the form so that a new quotation can be created.
File > Open		Displays the Agreement Search form that enables an existing quotation to be located and opened by entering one or more of the selection criteria fields.
File > Save		Saves any amendments that have been made to the quotation in the current session and generates a quotation number.
File > Print		Displays the Print Selection form which enables the quotation to be printed to a selection of print devices.
File > Exit		Exits the current quotation to the Reservations form. If any amendments have been made to the agreement that have not yet been saved then the system prompts: Do you wish to save your changes.
Tools > Additional Details		Displays the Additional Quote Details form. This displays Location, Charges, Road Fund Licence and O Licence Details.
Tools > Convert Quote		Prompts Are you sure that you want to update this quotation and convert it to an agreement?. If the Yes command button is selected then the Convert Quote form is displayed. On confirming the appropriate hire dates the rental quotation number is converted into the equivalent agreement number and the agreement opened.
Tools > Delete Quote		Displays the Delete Quotation form so that the required Lost Business Code may be entered for reporting on why the potential hire agreement was lost.
Reports >		This menu option provides access to the five most frequently used Vehicle Rental reports. Once written within RepGen an button may be used to locate and select these reports for inclusion within this menu list within the Reports Group Box in the Supplier/Misc Tab within Daily Rental/System Maintenance/System Parameters.
Help >		Provides online access to context sensitive help for the current application using the default browser.

Status Bar

The status bar contains quick-reference information with regard to quotation audit information. The following information is displayed:

Created

Displays two fields of information: the userid/log-in of the person who initially created the quotation; and, the date on which the quotation is created/modified.

Rental Quotation Dialogue Box

The Rental Quotation dialogue box consists of the following two tabs which allow the quotation to be edited and progressed:

• General Tab

As it's name denotes, this tab enables the completion, review or editing of a number of general fields within the agreement. Completion of these fields is dependent upon the work flow process of specific rental companies.

• Charges & Rates Tab

Displays the current tariff rates and charges for the quotation. These values may be the default values from the hire group and tariff combination or customer specific tariffs/charges. Once the quotation is populated with the tariff rates and charges they may be manually edited within the quotation provided the user has sufficient priority.