The Rapid Quote Interface in Point-of Sale

See also: Flowchart

The Rapid Quote interface allows you to search for a menu in Point-of-Sale (POS) and negotiate the price before you load it onto the WIP. This topic assumes that you are familiar with standard POS operation.

Raising an Estimate

The following routine shows you how to raise an estimate using the Rapid Quote menu pricing data.

To raise an estimate:

1. Open a new WIP.

2. Ensure that the correct Department code is entered on the Codes tab of the WIP.

   Note: The department code is held on the Main tab of the POS parameters. It is normally defaulted for the terminal number, and is not changed by the user. You can identify a unique labour franchise code and labour rate code for each department on the Department tab of the parameters.

3. When you enter the registration number of the vehicle on the Vehicle tab of the WIP, ensure that the vehicle model is entered in the Service model field on the Extended Vehicle Details form.

4. Ensure that the RTS Company within the New product group box is set to RE.

   Note: It is possible to set up a franchise as the default RTS company.

5. Click the Search button within the New product group box, and select the Menus option from the context menu.

   Tip: Alternatively, enter an asterisk (*) in the field and press the TAB key.

   The Rapid Quote form is displayed prompting you for vehicle and job details.

   Note: If the vehicle exists in marketing, and the model code is stored on the record, the system automatically populates the Vehicle fields for you.

6. Complete the form.

   If more than one menu matches your search criteria, a list is displayed.

7. If applicable, select the required menu.

8. Click the Negotiate button.

   The system makes a number of checks. You may get any one of the following three results:

   1. If any parts contain a surcharge value, the Surcharge credit form is displayed for each part asking whether you want to create a surcharge credit. Click the Yes button if you want to create a surcharge credit or the No button if you do not want to create a surcharge credit.

   2. If any alternative fixed prices exist on the database for the menu, the Price selection form is displayed. Select the price that you want to use.

   3. If there are any linked jobs, the Job Selection form is displayed. Select any linked jobs that you want to carry out and click OK.

   Pricing is displayed for negotiation within the Rapid Quote Negotiation form.

9. Negotiate the menu price. It is possible to:

   1. Apply a discount or fixed price to the menu

   2. Apply a global or line-by-line discount to parts

   3. Apply a global or line-by-line discount to labour

   4. Change the default labour rate

   5. Apply any alternative prices that exist against the menu

   6. Change your selection of linked jobs

10. Select the required load option.
    1. The Fixed-load option loads parts and labour at a fixed single price.

    2. The Itemised-load option loads parts and labour as an itemised menu.

11. Click the OK button to load the menu onto the WIP.

    Note: If you click the Cancel button, the Enquiry Logging form is displayed prompting you to select a reason for the lost sale. Select the reason and click OK.

12. Do one of the following:

    1. To save all the details and print an estimate, click the Action button on the WIP. Click the appropriate button in the Estimate group box of the Action form:

       1. To print the estimate to the currently selected printer, click the Print button.

       2. To print the estimate to file (Quiet estimate), click the File button.

          Note: If a marketing target is linked to the WIP, it is possible to create a contact record in the Marketing database when you produce an estimate. In order to do this, ensure that the Estimate contact code and Tie estimate/target fields are completed on the Options 2 tab of the POS parameters.

    2. To hold/save the WIP and record all details without printing a document, click the Save button.

Rapid Quote Form

The Rapid Quote form is displayed when you invoke a search for a menu from a POS WIP. This form prompts for entry of vehicle and job details. A search of menu pricing is carried out based on the details that you enter.

Vehicle:

Model: The vehicle model code. You must complete this field.

Tip: For each field, a list of valid records is available from the drop-down menu.

Engine: Enter the engine type, if known. You do not have to complete this field but, if you do, the job search will be narrowed.

Job:

Chapter: The job type.

Repair: A description of the work to be performed on the vehicle.

Menu:

Menu: The manufacturer or dealer-specific menu code.

Price: The menu price.

Description: A description of the menu operation.

Engine: The engine number.

From/To: Indicates the years from/to which the menu applies.

Note: Within the bottom section of the form, the system displays the total number of jobs found, together with the highest and lowest price in the range. If you do not have sufficient details to identify the correct job at this time, this enables you to give the customer a rough idea of what the job will cost.

PUSH BUTTONS:

Negotiate: Allows you to set a fixed menu price, apply a line-by-line discount to parts or labour, and load parts and labour onto the WIP as a fixed or itemised menu.

Help: Displays help on the current application using the default browser.

Cancel: Aborts the search of menu pricing and returns you to the WIP.

Related topics:

Converting Estimates into Job Cards

Converting Job Cards into Invoices

Job Group Defaults