The Customer Quotation Module is used to estimate the cost of new assemblies so that the user may respond to RFQs they receive from their customers. The module allows the user to create a new assembly number for a proposed or current customer, and identify each of the parts used in the assembly. Existing BOM’s may be copied and then edited or a quote already created may be copied and edited or the user may just start from scratch. Parts which already exist in the user’s database (already entered in the Inventory Control module) may be entered by part number. The user has the option to auto or manual number new inventory parts created in the Material 2 screen. (If "AUTO" numbering is selected in the Number System screen for Inventory parts, the system will automatically assign the next part number in sequence (with no revision). If "MANUAL" numbering is selected in the Number System screen for Inventory parts, user will need to manually assign a part number and revision to the item added in the material 2 screen. ManEx suggests using the manual numbering if user would like to assign a revision to the internal part numbers.
The user has the option of using the standard cost, the weighted average cost, or a manually entered cost for existing parts. New parts (not already in inventory) may be added to the quote. The user may elect up to seven quantity pricings. The user defines the markups to be used for each of four categories: Material, Labor, Non-recurring expenditure and Miscellaneous. The user completes the information for the materials and labor required, non-recurring expenditure charges and miscellaneous charges. When the user has completed all of the data, a roll-up of all of the costs is calculated for each quantity pricing. Then, the program will compile the requirements and reports are generated to mail, fax or email to proposed suppliers for quotation. Upon receipt of the supplier’s response, the user may then identify which suppliers (and prices) are to be used for the final customer quotation and can update the quote for this information.
Once the quotation has become a real product, the user, with the appropriate approval, may transfer Standard Cost, Labor and Serial Number information into the appropriate Inventory record.
The Component Quote Management module may also be used as a stand alone RFQ for a request for quote from the user to their supplier.
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