Quotes are automatically created each time you create a new Option (top level of BOM hierarchy) in the Bill of Materials module. The Quote number is auto-generated and will be the only number that is different throughout the Project.
To view your Quote(s) in the Bill of Materials module select the “View Quotes” tab located right below the upper ribbon of the module.
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In the View Quotes screen there are several tools that may come in handy as described below:
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New Quote: Can be used to create an entire new quote number. Keep in mind each time you create a new option it will create a new quote for you.
Print Quote: Highlight your quote and select this item to view your Quote settings window to view, print (if necessary) and save your quote/proposal.
Print Est. P & L: This report will show you the Estimated Profit & Loss broken down by Product type.
Print BOM: This report is often used for Design checks. This report is a detailed list of your line items with list and cost only shown (no sell).
Submit Web Services Quote: Herman Miller and Haworth Dealers only - Use this tool for price checks.
Export SIF / XML: You can use this tool to Export a SIF or XML out of e-manage. This can be helpful for submitting orders for Manufacturers we do not integrate with or to export to make changes in your Specifier tool.
Delete Selected: You can use this tool to completely delete the quote. Keep in mind you can make a quote invalid and should be very sure you are ready to delete when using this button.
Filter by BOM Option: Use this tool to filter down to an option to quickly locate a quote when there are multiple options on the Project.
To View / Print / Save your Quote highlight then double click the applicable quote.
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Quote Options
Company Labels: Adjust your Bill To, Ship To, Deliver To and/or Install At by dragging and dropping from the Main Search tool if necessary.
Phase vs. Line Item: Line Item is the default and standard selection that will show your quote by line item. The Phase option will lump everything by phase. We always recommend setting Standards so all quotes are presented in the same way as much as possible. If you want to “phase” your quote we typically suggest doing this in the actual BOM on the Phase level and still use the “Line Item” option here.
View Settings: You can adjust what shows on your quote and what does not show on your quote using the check boxes under the Company Label box. Again, we highly recommend setting standards so once you determine what those standards are you can save a Default Layout.