Service Quotes
In TRASER DMS 365, you can create service quotes as an initial step before generating service orders. These quotes, like service orders, allow you to include all relevant details about the service (such as repair and maintenance) for a service item, as well as plan the estimated working hours. This enables you to send a quote to the customer prior to creating the actual service order.
Creating Service Quote
To create a service quote, please proceed as follows:
- Use the quick search (ALT+Q) to find the page Service Items.
- Open the service item for which you want to create a service quote.
- Click on New > New Service Quote in the menu bar.
- The Service Wizard is displayed.
- In the Order Type field, select an order type for the service quote.
- Certain information such as the Customer No., Customer Name, Bill-to Customer No. and Bill-to Customer Name are automatically filled by the system according to the data stored on the service item card.
- Click OK to confirm your information.
- A dialog window is displayed asking whether you want to open the created quote.
- To confirm, please click on Yes.
- The newly created service quote is displayed.
- Certain information such as the Customer No., the Contact No., as well as the Service Item No. has already been transferred from the service item into the respective fields.
- In the Fault Comments Factbox tab, click on Edit.
- Enter the issue with the service item that needs to be resolved here.
- Click Close to confirm the information.
- Complete the remaining fields in the FastTabs as required.
- Navigate to the Lines FastTab.
Note
If required, you can enter more service items here. Proceed as follows:
- In the menu bar of the Lines FastTab, click on the selection field in the Service Item No. field.
- Select one or multiple service items from the list.
- Confirm your selection by clicking OK.
- In the menu bar in the Lines FastTab, click on Line > Worksheet.
- The fields in the General FastTab have automatically been filled with the information of the service item.
- Complete the remaining fields in the General FastTab as required.
- Navigate to the Lines FastTab.
- Enter the required Items, Resources, Costs and/or G/L accounts for the service here.
- If required, also enter the Unit Price Excl. VAT and the Qty. to Ship as well as Qty. to Invoice into the lines.
- Optional To provide the customer with alternatives, you can add lines to the service quote and mark them as alternative positions. To do this, select the desired line in the Lines FastTab then choose Line > Mark as Alternative Position from the menu bar.
- Your changes will be saved automatically.
You have successfully created a service quote.
Printing Service Quote
Once you have created a service quote, you can print it and send it to a customer. Please proceed as follows:
- Use the quick search (ALT+Q) to find the page Service Quotes.
- Open the Service Quote that you would like to print.
- Click Print/Send > Print... in the menu bar of the service quote.
- The Print Wizard is displayed.
- Customize the settings in the Options FastTab as required.
- Click Print to print the service quote.
- Now make further printer settings as usual.
You have successfully printed a service quote.
Transferring Service Quote to Service Order
You have the option of transferring a service quote to an existing service order in TRASER DMS 365. The service item lines and service lines from the service quote are transferred to the existing service order. Proceed as follows to transfer a service quote to a service order:
- Use the quick search (ALT+Q) to find the page Service Quotes.
- Select the service quote that you would like to transfer to an existing service order.
- Click on Start > Transfer to Order in the menu bar.
- A list of all service orders for the customer selected in the quote is displayed.
- Select the service order to which you would like to transfer the service quote and confirm your selection with OK.
- A dialog window is displayed in which you can specify whether you want to archive the quote. Confirm this dialog window with Yes.
- Another dialog window is displayed in which you can specify whether you want to open the service order. Confirm this dialog window with Yes.
- The service order is displayed. In the Lines FastTab, the service item lines and service lines from the quote as well as the lines of the existing service order are displayed.
- You can now further process the service order. For more information, click here.
You have successfully transferred a service quote to an existing service order.