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Quotes

To add new, edit existing, or delete jobsquotes, select Maintain | JobsQuotes. A window similar to the following will appear.

Quote Items

The Job Quote Items table is used to select materials, ordered quantities, special rates, location, and direction. Special rates will be used to calculate charges and freight fees during a transaction.

To add items to a jobquote, click the Items tab. A table similar to the following appears.

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Add a New Item

To add a new Item, click the Image RemovedImage AddedNew button. A blank form appears.Image Removed

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General

Material

Select a material from the Material drop-down list.

Location

Select a location from the Location drop-down list. Locations are used to help maintain items with different rates at multiple locations. DataSync will synchronize data to only the selected locations. A record is created for each location. When (All) is selected only one record is created. The item and all of it's settings will be synchronized to every location. 

Direction

The Direction flag is automatically set to the system default direction. Interact uses the direction flag to determine how a stored truck tare should be used. When set to Outbound, Interact will use stored tare weights as the Inbound weight and the Gross weight will be used as the Outbound weight. When set to Inbound, Interact will use stored tares weight as the Outbound weight and the Gross weight will be used as the Outbound weight.

To change the material direction, click the drop-down arrow to the right of the Direction field to change the selection.

Units

To change the default Unit of Measure (UOM), click the drop-down arrow to select the UOM from the list. All Freight, Freight Payable, and Material rates must be entered in the selected UOM.

Inactive

When checked, the selected item is set to Inactive. It will not appear in any drop-down lists on other screens.

Totals

Interact will track the running and daily totals each job quote item to date. The Loads field tracks the number of loads delivered for each item. The Ordered field is used to store the amount of an item ordered. Use of this field is optional. The Delivered field is the total amount of an item delivered do date. The Remaining field is the difference between the Ordered amount and the Delivered amount.

When an Ordered amount is entered additional features become available. When the Ordered amount has been exceeded the operator processing attended transactions will receive a warning message. The operator can choose to continue processing the transaction or cancel it. At sites where email is available Interact can email a list of people when the ordered amount has been exceeded.

Freight Rates (In UOM)

Freight rates can be entered in the selected Unit of Measure or as a Per Load fee. To use the per load option, check the Per Load box. Enter both the Freight and Freight Payable amounts as a per load fee.

The check box Use this Freight Rate must also be checked to process transactions using the rates entered. If the box is not checked, or Freight and Freight Payable values are $0.00, the Freight Table found in the Accounts can be used. The operator must select a "zone" from the available drop-down list while processing a transaction in the Weigh form.

Rates (Incoming and Outgoing)

Enter special rates for this job quote item. When active a field to enter special rates for each Price Component will appear. The Per Load check box is used to assign a flat rate per load when this job quote and this item is selected during a transaction. To turn Per Load on, check the box.

Check the Taxable box when taxes need to be calculated for the material. Taxes for the item will be calculated if the Job quote Tax Code is not set to Tax Exempt. 

The Discount flag can be set to provide a discount during the time of transaction. When this feature is in use, check the box to apply the discount at the time of transaction. Leave unchecked to ensure a discount is not calculated. Additional information about the Immediate Discount feature can be found under  Setup | Configure | Standard Terms. 

Click the Image RemovedImage AddedSave button to continue.

To undo any changes click the Image RemovedImage AddedUndo button.

To delete an Item, select the item from the list or use the search field and click the Image Removed Image Added Delete button.