Introduction

Configure Quick Text Options

Comment type lines can be added to all Sales documents – Orders, Quotes, Proformas, Returns – as a means of adding additional notes which have no associated charge or cost but can be included in both internal and customer-facing documentation.

As standard, the comment must be free text entered by the user each time.

Cim200 allows for comments to be setup in advance and then used for quickly and easily populating document lines, by clicking on the Quick Text button on the line entry screen.

Click Configure Quick Text Options to setup required comments for use in Sales document entry.

Maintain Package Types

Cim200 adds a Courier Details button to the Sales Order Confirm Goods Despatched screen, giving the ability to record details of the consignment being despatched.

Various details can be recorded against each Sales Order despatch, including the Package Type being despatched. The package types which are available for selection can be setup in advance, through the Maintain Package Types button.

Click Maintain Package Types to add any required package types.

Quotation Settings

Quotations Settings

When configuring a quotation line, the system will use the Markup Percentage as a starting point for determining the markup applied to the cost of the components and operations included in the line. This markup percentage is typically set by the company based on their pricing strategy and desired profit margins. Markup percentage will be calculated from separate markup % for cost headings defined in Maintain Markup Types.

Primary Costing Method:

Cost + Markup – Calculate Cost for Quotation line and apply a set Markup for cost headings defined in Markup Types, which can be customer specific.

Standard Price Calculation – Standard Price will be used

Zero Price – Zero price will be used

Secondary Pricing Method

Secondary Pricing Method will be available if Primary Pricing Method is set for Standard Price Calculation and the stock item doesn’t use Standard Cost Calculation

By applying the Markup Type, for a customer the system can automatically calculate the selling price for the configured quotation line, taking into account the cost of materials and any additional factors considered in the pricing structure.

However, it’s important to note that this Markup Percentage can be manually adjusted if needed. Users have the flexibility to modify the markup percentage for specific quotation lines to accommodate different pricing strategies or customer-specific requirements.

Click Maintain Markup Types to create different Markup configurations.

Enable Quotation Revisions

Enable Quotation Revisions, this will add a 3 digit suffix to the quotation number to maintain Quotation revisions.

Suffix is sequential number

When amending a Quotation, a new revision of quote is created. One revision will be live, and other revisions of the quote will be marked as Lost.

You can change a Lost revision of a quotation to Live and convert to a Pro-Forma or Sales Order.

Open: Sales Order Processing > Quotations > Manage Quotation Revisions

Quotation Revisions Mandatory

When quotation revisions are made mandatory, every time Amend Quote is opened, a new revision of a quotation is created and the latest version is made live.