Overview
Selection of the 
icon
shortcut from the Contract Main Menu (it may be necessary to use the
to access
the shortcut) opens the Quotation Review form from which various aspects of the original quotation
from which the agreement is generated (if applicable) may be viewed or edited by way of the series
of tabs.
This form provides a structured breakdown of all of elements within the quotation.
What do you want to do?
To access the contract basis/quotation form:
From the Master Menu, select the Fleet Kompact option and Company required.
The Kestrel Kompact Menu is displayed.
Select the Contract Management option.
The Contract Management form is displayed.
Select the shortcut from the Contract Main Menu (it may be necessary to use the
to
access the shortcut).
The contract basis/quotation form is displayed.
This form is split into six parts that are as follows:
Title Bar
In addition to displaying the form name the Title Bar provides a number of other useful identification criteria and buttons.
| Menu | Icon | Description |
|---|---|---|
| File > Open |  |
Enables an existing agreement record to be opened via the Fleet Global Search form. |
| File > Close |  |
Closes an agreement record that is currently open for editing purposes. |
| File > Edit |  |
Enables the current agreement record to be opened for editing. The edit button will switch from display to edit mode allowing editing to take place. Each user must have permission set correctly within the Kompact User Permissions option to use this option. When the edit mode is selected editing of the record is allowed. |
| File > Recent |  |
Displays a list of the 10 most recently accessed agreements for the current user. A contract shown on the list may be selected to load it without having to go through the search routine. |
| File > Save |  |
Saves any edits that are made to the currently open record. Existing details held for the contract are overwritten. If important fields are amended the changes may be audited. To view the audit take the Properties option from the File menu and then select the Audit Tab. |
| File > Properties | |
Displays the Properties form which keeps an audit of events within the agreement. |
| File > Exit |  |
Exits the current form and returns to the previous menu. If the agreement has not been saved then the user is prompted to confirm that they wish to save and exit the agreement or cancel. |
| Edit > Notes |  |
Displays the Notes Sub-Menu that enables notes to be accessed, created and edit for various areas of the system. |
| Reports > Order, Agreements, Maintenance, Terminations, Customers | This menu option provides access to a number of reports (and Quick Mail -
a pre-defined email relevant to the specific area from which it is accessed). Once written
within RepGen an ![[...]](Ellipsis.gif){kind=small}
button may be used to located and select these reports for inclusion within this menu list
within the appropriate area column in the Quick Reports Tab within Fleet Kompact /
System Maintenance / System Parameters. The required email format for inclusion in this
menu list is defined within ??? Quick Mail field (where ??? denotes the
appropriate area). |
|
| Admin > Administrator |  |
Accesses Administrator mail and diary functions. |
| Admin > CRM |  |
Accesses the CRM module and its associated Company, Customer and Vehicle records. |
| Help > |  |
Provides online access to context sensitive help for the current application using the default browser. |
Status Bar
The Status Bar provides general information regarding the selected vehicle and contract details. It remains visible for all agreement operations precluding the need to switch forms in order to access general information.
Quotation Review Dialogue Box
The dialogue box provides a breakdown of all the constituent elements within the quotation from which the agreement has been generated by way of a series of structured Tabs. These are as follows:
Quote Details: Enables general quotation details to be accessed.
Product: Enables a breakdown of the product to be viewed.
Vehicle: Enables a review of vehicle details (excluding options), vehicle prices and bonus details.
Finance: Enables a review of all the financial data for a quotation.
Specification Tab: Enables the review or editing of technical details relating to the vehicle or individual specification item. This process is largely used for commercial vehicles or for cars that have complicated specification items.