View System Parameters that affect the Quotation

A number of system parameters are of great relevance to the way the Quotation form functions. Although all System Parameters are explained within the appropriate help file it is perhaps best if those parameters specific to the Quotation form itself are explained in more detail below:

Product (cars): Displays the preferred top-level default Product code for PLG class vehicles (e.g. CHWM) for use within the primary Quotations form. Selection of the button directly to the right of this field presents the Products selection form from which the preferred default Product Type (set up within Miscellaneous Options / Product Management / Product Details) can be selected. A full description of the preferred Product is given to the right of this field in blue type.

The top-level default product can be overridden by setting up a default value at customer level (accessed by way of the Fleet Details command button within the Companies Tab held within the CRMmodule). Both the top-level and the customer default values can be overridden from the quotation form itself.

Product (commercials): Displays the preferred top-level default Product code for light commercial vehicles (e.g. CHWMCM) for use within the primary Quotations form. Selection of the button directly to the right of this field presents the Products selection form from which the preferred default Product Type (set up within Miscellaneous Options / Product Management / Product Details) can be selected. A full description of the preferred Product is given to the right of this field in blue type.

The top-level default product can be overridden by setting up a default value at customer level (accessed by way of the Fleet Details command button within the Companies Tab held within the CRMmodule). Both the top-level and the customer default values can be overridden from the quotation form itself.

Product (heavy): Displays the preferred top-level default Product code for heavy commercial vehicles (e.g. CHWMH) for use within the primary Quotations form. Selection of the button directly to the right of this field presents the Products selection form from which the preferred default Product Type (set up within Miscellaneous Options / Product Management / Product Details) can be selected. A full description of the preferred Product is given to the right of this field in blue type.

The top-level default product can be overridden by setting up a default value at customer level (accessed by way of the Fleet Details command button within the Companies Tab held within the CRMmodule). Both the top-level and the customer default values can be overridden from the quotation form itself.

Period (Mths): Allows the input of the required top-level default contract term, in months, to be used within the quotation. This, in turn, determines which profiles can be viewed within the Fin. Profilefield.

The top-level default contract term can be overridden by setting up a default value at customer level (accessed by way of the Fleet Details command button within the Companies Tab held within the CRM module).

Both the top-level and the customer default values can be overridden from the quotation itself.

Frequency: This field determines the top-level default frequency of invoiced regular payments to be made within the quoted contract. The button accesses a drop-down list displaying a number of available selections.

The top-level default frequency can be overridden by setting up a default value at customer level (accessed by way of the Fleet Details command button within the Companies Tab held within the CRM module).

Both the top-level and the customer default values can be overridden from the quotation itself.

Mileage: This field is in fact dependent upon the top-level default value for the Contract/Ann Mlg field within the General Tab in System Parameters. If this is set to Annual Mileage then this field will contain an annual mileage value. However, if set to Contract Mileage, then this field will contain a contract mileage value. The primary Quotations form displays the corresponding default annual or contract mileage value accordingly.

The top-level default mileage can be overridden by setting up a default value at customer level (accessed by way of the Fleet Details command button within the Companies Tab held within the CRMmodule).

Both the top-level and the customer default values can be overridden from the quotation itself. Let us assume, for example, that Contract Mileage has been selected as the top level default value for the Contract/Ann Mlg field. Selection of the button directly to the right of the Contract Mileage field presents a pop-up mileage box which is used to override the default value and input the required mileage for the current quotation. This can be done in one of two ways: the total contract mileage is simply entered in the Contract Mileage field and returned to the primary Quotations form; or, the true annual mileage can be entered in the Annual Mileage field which is then converted to the exact contract mileage and returned to the primary Quotations form.

Margin: The value entered within this field is dependent upon the parameter set within the Calculation Methods Tab in System Maintenance / System Parameters (see above) to determine which profit calculation method is used. The value is held as either a monetary amount (if, for example, Monthly Value is selected in the contract profit Calculation Method Tab) or as a percentage.

This can be overridden at customer level (see the Fleet Details Command Button within the Companies Tab in the CRM module).

The margin can also be edited at a quotation level by utilising Edit Margin from the Tools menu bar option.

New Quote No on Save: A checkbox which, when selected with a tick, generates a new quotation number each time a quotation is edited and saved. Alternatively, if deselected, although the quotation may be edited and saved any number of times, the original quotation number is kept.

Quote Expiry Period: This field contains a value, in days, for which a current quotation remains valid. A consolidation routine is run against the quotation file, compiling a list of quotations with a status of Quoted and exceeding the Quote Expiry Period value. These quotations are flagged as X - Deleted.

Notify Price Change +/-: If, for example 30 (equating to 30 days) is entered in this field, then if a quotation is produced for a vehicle with a price due to change within this period then a pop-up box is displayed within the primary Quotations form. This box displays the previous, current and next vehicle prices and the required vehicle price may be selected for the quotation.

Default Current Variants: A checkbox that, when selected with a tick, defaults current variants only into the multiple vehicle selection form within a quotation.

Force Customer in Quote: A checkbox that, when selected with a tick, makes selection of a customer within the quotation form mandatory. If an attempt is made to save the quotation prior to selecting a customer then a Calculation Errors Message Box displays the following message:

No Customer Allocated

Prompt for Margin: A checkbox that, when selected with a tick, makes mandatory the display of an Edit Contract Margin and Profit box prior to the quotation/ratesbook rates being calculated. Upon selection of the Calculate icon (used to generate the calculation for a ratesbook or quotation) the Edit Contract Margin and Profit box is displayed for the purpose of displaying or amending the current profit or margin value.

Show Profit on Quote: Results in the display of the Total Profit and Margin fields in the primary Quotation form.

Show Position on Target Search: A checkbox which, if ticked, results in the display of the position the customer holds within the company in the Customer Search search display window.

Prompt for Dealer Commission: A checkbox that, when selected with a tick, makes mandatory the display of an Edit Dealer Commission box prior to the quotation/ratesbook rates being calculated. Upon selection of the Calculate icon (used to generate the calculation for a ratesbook or quotation) the Edit Dealer Commission box is displayed for the purpose of displaying or amending the current dealer commission value.