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Adding a 'Save As' Function

 

Posted: 29 Dec 2006 08:57 am

 

When making a quote, can you add a save as function? Let's say I have a customer who wants an estimate with a lot of pre/post press items and decides the next day they want to change the number of ink colors. I could open the old quote, make the requested changes, and save as a new quote so I could print them both on the estimate. Who knows, it may already be there, but in my coffee induced state of mind I am overlooking it.
. . . . . Craig Hofer
Loris Printing  Joined: 05 May 2005  Posts: 79  Location: Sandusky, Ohio

 

Craig, wonder what people did B.C. - Before Coffee? I'm an early riser (4:30 to 5:00 AM), so by eight o'clock in the morning, I'm usually on my third cup. Could be how "Morning" got into Morning Flight.

It's not often that I can get ahead of you, but here it is:

 

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From the Main menu, go to Quote Price > Edit Quote. Highlight the price sheet, then click the Paper Clip button. That will copy the price sheet to the Windows Clipboard. Open the New Print Quote window, then click on the Paper Clip button there to paste the price sheet. Make the changes, then click Ok to save the price sheet as a new Quote.

 

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Incidentally, in the New Print Quote window, the paper clip button is sort of a chameleon. It changes to a "paste ink colors" button when you're quoting a stationery package.
. . . . .  Hal Heindel

 

Sweet! Just what I needed!
. . . . . Craig Hofer

 

I just tried it with a quote made in November, but I can't make an estimate. When I select the customer it tells me there are no new quotes for this customer. When I pull up the quote it has a quote number with today's date. Any Ideas?
. . . . . Craig Hofer

 

Craig,

When Morning Flight tells you that there are no quotes for this customer, that's not exactly true. What the program is telling you is that there are no valid quotes for this customer, quotes less than 30 days old.

Here is the dilemma (and I would appreciate any suggestions on this): When MF saves a quote, the prices remain static until the quote is edited. At that point, pricing in effect on the day of editing is applied and the quote is then saved with the new pricing. There is no grace period. When you quote 500 bulletins on Monday, then increase your hourly press rate on Wednesday, then requote with a quantity of 5,000 on Thursday, the customer is quoted the new hourly rate. The trigger is the edit. As long as a quote isn't edited, the old prices remain in effect.

That being the strategy, the program has to set a limit on how long unedited quotes stay valid. With MF, it's 30 days. After 30 days, the quote can no longer be included in estimates. My question is this: Do you think 30 days is appropriate, or should it be extended? It's not hardwired and can at some point be changed with the Wrench (TBA).

Getting back to your specific case, when the old quote comes in from the Windows Clipboard, the original prices come with it. So does the original date (only the quote number is changed to reflect today's date). Because November is beyond the 30-day period, the quote is no longer recognized for estimates.

I'll have to create some old quotes this morning and check whether, when the pasted quote is saved, it's saved at the original or current prices. Any thoughts on that? If prices are updated, then of course the date should also be reset to today's date to make the quote eligible for estimates for another 30 days.
. . . . .  Hal Heindel

 

If you updated a quote older than 30 days I would think that should make a new valid quote with current pricing updated as well. But I see where you are coming from as well with having a point where a quote is no longer valid due to price changes. Although if a quote is "saved as" a new quote it should be a new valid quote. Nothing like typing and trying to think at the same time ...
. . . . . Craig Hofer

 

I agree, Craig. Especially because the quote coming in from the Windows Clipboard is automatically refreshed with current rates. We've modified Morning Flight (version 2007.1) to where the date is refreshed as well. That way the meter for the "Saved As" quote has another 30 days to run.

Incidentally, once a quote has been captured for an estimate, only that estimate can reuse it. That's to prevent any quote that has already been used in one estimate from having its price factor changed by another estimate, thereby changing the pricing of the first estimate.

Keeping all your ducks in a row with this stuff is enough to give you a headache.
. . . . .  Hal Heindel

 

Ed. Note: In current versions of Morning Flight, the number of days quotes are available for Estimates is adjustable (Main Menu > Write Estimate > My Estimate Preferences).

 

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