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TransActPOS Current Version: 3.045.10  
September 10, 2014
eNews #89
Request for Quote (RFQ)    

In TransActPOS version 3.044.02, a new conversion button was added to the creation of a Sales Order Quote. This button allows you to convert  select items from a customer's quote to a RFQ. RFQs are for items that cannot be quoted by your store and must be quoted by the vendor. This RFQ will then go to the vendor to allow for a quote to be made by the vendor. This will come back to your store and you can quote the price accordingly. This week's newsletter will show you how to perform this quick and easy action. 

Overview
The first step is going into SO | Create Quote and creating your quote. Once a customer is selected, click on the Detail tab and begin entering the quoted items. Once all items have been entered on the quote, click the Save button.

In the lower left corner, click the Options 2 tab and click on the Create RFQs button. This will bring up a window with every item on the quote listed.  Going through each item, check the "Order Item" box in the top left in order to put the selected item on an RFQ. 
 Once you have selected all items for the RFQs, click Proceed. You can then Display and/or Print the resulting RFQ.

Since the SO2PO system is constantly connected, many things occur after this. Once the RFQ comes back with a price, the user must input the price on the quote. Once the SO quote is converted to a Sales Order, the attached RFQ becomes a PO with the new price. This means that the cost will also need to be added at the quote level.
 
If you have any suggestions for future newsletters and/or feedback, please feel free to email me. Your feedback is what helps us grow and assist you as your Point of Sale software provider!

Your TransActPOS Team

Profile Systems Design Group, Inc. | 270-821-0720 | [email protected] | http://www.transactpos.com/
47 West North Street
Madisonville, KY 42431

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