quickpack create a quotation -...
TRANSCRIPT
QuickPack – Create a Quotation
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1. QuickPack Home Page Appears
2. Click the tab.
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3. Enter *Job Name and *Job Type (* = required fields)
4. Click
5. Click
6. Enter the Product (Ex. GM500REOZVC) and the Quantity, click Update or Enter. 7. If you need to know the models that are available, click on
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8. Locate the models you are interested in from the various sections within this catalog.
9. After you select the correct model, click on the Shopping Cart.
10. Click on the to return to the Configuration area.
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11. Click to generate a list of configuration options. 12. Select all applicable components for your configuration.
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13. If there are conflicts, the system displays the message, “The configuration contains conflicts.” Get more information on the conflict
14. Click on
15. Retract one of the conflicting selections.
16. When the conflict selection is retracted, the message reads “The conflict is solved.”
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17. Finish making your selections, when the Status message reads: The configuration is consistent and complete, click , and click .
18. NOTE: You will no longer see your selection on the right-hand side as you select them.
19. Click to validate the configuration for conflicts.
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20. After all the criteria is selected properly, you will see a green Status Bar:
21.
22. Finish making your selections, when the Status message reads: The configuration is consistent and complete, click , and click .
23. Repeat steps for each additional item to be quoted. 24. After all items are added to the quote, click .
25. Clicking allows for future changes to the quote and the following pop-up will appear before returning you back to the Quote Detail Page.
26. Click locks in the pricing for 90 days and allows no further changes.
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27. When you click , the following prompt(s) will appear:
28. Click to save the quotation. Three additional screen changes will appear while we pass the configuration details and lock in your quotation.
29. You will then be returned to the Quote Detail Page.
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30. If you need to modify the quotation after you have clicked Submit for Pricing, please refer to the steps for QuickPack – Copy a Quotation to create a new version of this quote
31. It will take 5-10 minutes for the quotation to complete refresh from Kohler and
after that time, Please go to Printing Options and select .
32. If you remain on the quotation detail page, this yellow bar will appear when the quotation has been refreshed within SAP. This is validation that all items are now in sync.
33. You can refer to the training guide “How to Use Distributor Libraries”; however, this will show a few of the main areas that include:
34. Select
35. You can also add the following information to the Preview Quote Doc by checking the box. The example below is just a basic Preview Quote Doc.
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36. Select
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37. Select
38. This will provide you will detailed bill of material information on your quotation that includes part numbers, descriptions and quantities. See sample below:
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