Minimum Version Required: 22.11
Pre-Conditions
Requires a Route Type where the LS Type is set to Quote
Requires a Quote Route
Steps
How to Create a Quote
Using Universal Search, navigate to the Load Sheets table
Click the Add Load Sheet button
In the Route field, select a Quote route
NOTE: A quote Route has a Route Type that is set to Quote
Enter a Deliveryman and Date, if needed, and click Add Record when complete
Click the Invoices button and select the customer(s) to create Quote Invoices for
Edit the invoice and add the Products being quoted
If quote is accepted, the invoice must be moved to a delivery route
From the Invoice View, click Move button
Select a Load Sheet to move the Invoice to
NOTE: Once the Invoice is moved to a Load Sheet with Delivery Route, Inventory is affected and the Invoice is scheduled to be delivered. An invoice on a Load Sheet with a Quote Route, Inventory is NOT affected and the Invoice IS NOT scheduled to be delivered.
Fields And Definitions
Easily create Quotes in Encompass to enable large sales to current or prospective Customers without impacting Inventory, Allocations, or Customer History.
Best Practices
Quotes cannot be loaded or verified.
Quotes will not impact available inventory or send through EDI.
Quotes will use the Quote Template set on the Document Templates table.
Quotes will not display in Delivery Optimizer.
Quotes will not affect Accounts Receivable.
Quotes cannot be loaded and must be moved to another Load Sheet.