Adding Quotes
Before adding a Quote you need to either Find an existing Customer or Add a New Customer. Once you have found an existing or have added a new customer you can create a Happy Quote. Click on New Quote at the bottom of the screen to create the quote. After clicking New Quote you will see the below input form.
Click on image to enlarge then the back button to return
Quote Header Overview
Creating a Happy Quote Header requires you enter important information about your Customers Quote. Below is the list of required fields on the Quote Header. Many of the fields are self explanatory (i.e Quote Date). Input fields that require further explanation will be detailed below in the Field Definitions section. Once you have entered all the required fields you can add a quote line, which is explained on this page under the Quote Line Overview section. You can click Save Quote which will save the Quote Header or you click Cancel which will not Save anything you have entered. If you see and asterisk above the input column that means it is a required field.
The customer name is a link and if you click on it you can edit the Customer Information
Quote Header Required Fields
| Field | Required | Description |
|---|---|---|
| Terms | Required | Payments Terms |
| FOB | Required | Free on Board |
| Quote Date | Required | Quote Date |
| Estimated Delivery Date | Required | Estimate of Delivery |
| Shipping Street | Required | Shipping street of address |
| Shipping City | Required | Shipping city of address |
| Shipping State | Required | Shipping state of address |
| Shipping Zip Code | Required | Shipping zip code of address |
Quote Header Input Field Definitions
- Payment Terms
- Customer Payment Terms
- FOB
- Free on Board
- Quote Date
- Quote Submission Date
- Estimated Delivery Date
- Estimated delivery date at Customer site
- Shipping Address
- Address to ship equipment
- Billing Address
- Physical billing Address for the Customer.
- Header External Notes
- Header Notes that print on the Quote that the Customer can see
- Header Internal Notes
- Header Notes that only Happy employees can see
- P.O. Notes
- Header Notes that print with Vendor Purchase Orders
Quote Detail Overview
Creating a Happy Quote Detail Line item requires you enter critical product, pricing, and vendor information. Below is the list of required fields on the Quote Detail. Some of the fields are self explanatory (i.e Description). Input fields that require further explanation will be detailed below in the Fields Definition section. Once you have entered all the required fields. You can click Save Quote which will save the Quote Detail and Header or if you click Cancel nothing will be saved. If you see and asterisk above the input column that means it is a required field.
Click on image to enlarge then the back button to return
Quote Detail Required Fields
| Field | Required | Description |
|---|---|---|
| Description | Required | Part Description |
| Quantity | Required | Quantity of Parts |
| Weight | Required | Weight of Item |
| UOM | Required | Unit of Measure |
| Unit Price | Required | Selling Price |
| Vendor | Required | Vendor providing the item |
| Buyout Unit Price | Required | Cost of item from Vendor |
Quote Detail Input Field Definitions
- Part Number
- Selling Part Number - usually the vendor part number
- Description
- Description of the selling material
- Color
- Color of the material
- Quantity
- Number of items to sell
- UOM
- Unit of Measure
- Weight
- Individual weight of the item
- Unit Price
- Selling unit price of the item
- Taxable
- Identifies the item as taxable
- Total Amount
- Total amount of the line. Quantity times the unit price
- Quote Sub Total
- Sum of all the line items
- Vendor
- The Vendor that Happy is sourcing the item
- Buyout Price
- Unit cost Happy will pay the vendor
- Total Cost
- Sum of all the line item costs
- Vendor Discount
- This is an additional discount the vendor provides Happy.
Vendor Discount does not effect the quote discount it only shows up on the Purchase Order. It will not show up as a line item but as a deduction in the totals - Margin
- Happy’s margin for the item
- Quote Margin
- Happy’s margin for the entire quote
- Detail External Notes
- Prints on the quote after the product line item prints. Notes will print in italics and delimited by asterisks
- Detail Internal Notes
- Quote Detail Notes that only Happy employees can see
Helpful things to know
Customer Name is a link to the Customer edit form.
Input fields with arrows at the end pointing up and down are called “select boxes”. You can click on the field and then scroll through the value selections.
Dates default to today’s date
You should become accustomed to tabbing or using your mouse to navigate between input fields
SAVE YOUR QUOTE WHENEVER POSSIBLE. Quote detail line items are stored in memory until you save the quote.
Save Quote or Cancel
When you have completed filling in all the required input fields click the Save Quote button. If there are errors in the form you will be notified at the top of the screen. Fields that contain errors will have a red error message next to the field that needs to be corrected. After you have corrected the input errors click the Save Quote again.
If you want to cancel Creating the quote click Cancel and it will return you to the Happy Quote search page.