How do I do this?

 

Converting Quotes to Orders

 

Posted: 12 March 2013

 
When converting Quotes to Orders I am finding the process a bit cumbersome at times. When I send an Estimate to a customer via eMail, there is an Estimate Number attached but no Quote Numbers. When I search through "Make Order From Quote" there is a Quote ID Number but no Estimate Number. The two don't jive and it is difficult to search when you have multiple Quotes/Estimates that may be several weeks old to search through.

My customer may reply to an eMail and approve Estimate Number CH-03/13-2201 for 5,000 pieces from an Estimate I emailed them. For some reason the line item Quote Number is not included in the eMail template like it is on the printed form. Is there a way to include the Quote Number in the eMail template?

. . . . .  Craig
 
That happens to me sometimes. Customer will reference the estimate so I have to look up the estimate first, memorize or jot down the quote number, and then go to Make Order From Quote.

. . . . .  Keith

 
There is, Craig. See the attached from the upcoming V13.1 that will be released in April. Thanks for the suggestion.

. . . . .  Hal Heindel

 
forum_estimate_email

 
FYI my birthday is April 20th and I couldn't think of a better gift!

. . . . .  Craig

 
Nice touch. Looks far more informative, as you are doing amends and tweaks, is there a way we can add a line on the job ticket to tell the printer to keep x number of copies for the file? Seems no matter how many times you tell them they always forget and it doesn't tell me on the job ticket to save any. If its possible that would be great!

. . . . .  Clive Jaques

 
Clive, are you sure you want to do that? Asking press operators to save samples "when asked to" is like telling them to obey the speed limit "when asked to." The burden has now shifted to you. If you forget and there's no sample, "eh, not my fault - nobody told me to."

A policy to ALWAYS save a sample may not get you better compliance but at least you don't have to fill in yet another entry field. Maybe a quid deducted from their paycheck for every job ticket missing a sample? Or posting a picture of the "Violator of the Month" on the shop wall? Oh well, just a thought ...

. . . . .  Hal Heindel

 
Deducting money sounds good, but can we add a permanent line saying six file copies required? We could also add "under pain of death!"

. . . . .  Clive Jaques

 
Hard wiring the count wouldn't work for everybody, Clive, so I've compromised and left it open. Even when you don't fill in a number, the line "Save ... File Samples" should serve as a reminder. As I said earlier, don't get your hopes up. I've been in this business too long to shed my doubts now.

. . . . .  Hal Heindel
 

forum_jobticket_samples

 
That's kind of nice. My standard is to keep two for me and give two samples to the customer, but I have one customer that likes to get five samples.

. . . . .  Keith