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AccountManager Quotes Views
AccountManager has several different views that display Quotes. Clicking on the “+” next to the main “Quotes” view will expand the selection to include a variety of additional views to browse and locate Quotes. Your AccountManager administrator may have set certain restrictions in place that govern which data is available to various users.
In the default “Quotes” view, the Quotes are displayed in ascending order categorized by Company name (which is not a labeled column). Any Quote could appear in this view multiple times (i.e. under the Representative’s company name, the End Customer’s company name, the Distributor’s company name, etc). Clicking on the “+” next to a company name will expand additional rows and allow you to see more information about the Quotes associated with that company.
[Quote Views Screenshot 1]
Some columns have a sort indicator, meaning you could click on that column header to override the default sort and view the data in a different order (such as by “Quote #” in the example below). When you sort by a particular column, the sort indicator turns into a solid black triangle. To unsort that column, click the column header again or sort by a different column instead.
[Quote Views Screenshot 2]
Finding Quotes in a View
To look up Quotes by Company name, follow the steps below:
1. Click on the “Quotes” view, and ensure none of the columns are currently sorted (in other words, none of the sort indicators are solid triangles).
2. Begin typing the company name of the account you wish to find. As soon as you type the first letter, the “Starts with…” dialog box appears. You may type as much or as little of the name as you want, to narrow the search
[Quote Views Screenshot 3]
3. Click on “Search All” or hit your “Enter” key, and you will be taken to the first account whose company name meets the criteria you entered. Click the “+” icon to expand the rows and view additional details
[Quote Views Screenshot 4]
You can use the “Starts with…” dialog box to find Quotes based on other criteria as well. Whichever column is currently sorted is the column you will be “searching” in. For example, if you’re in the main “Quotes” view, but would quickly like to locate a Quote based on the Quote #, follow the steps below:
4. Click the “Quote # ” column header and the Quotes will now be sorted by the Quote numbers.
5. Type some or all of the quote number. (After the first key is struck, the “Starts with…” dialog box will appear).
6. Click on “Search All” or hit your “Enter” key.
Quotes Views Action Buttons:
(Note: The dropdown choices on your Action Buttons may vary depending upon your company’s configuration. See your AccountManager administrator with questions).
|
Button Name |
Usage |
|
New Account |
Opens a new Account profile form. |
|
New Contact |
Opens a new Contact Profile form. |
|
New Opportunity |
Opens a new Opportunity form. |
|
New Sample |
Opens a new Sample form. |
|
New Quote |
Quote – Opens a new Quote form. Quick Quote – Opens a new Quick Quote form. |
|
New RFQ |
Opens a new Request For Quote form. |
|
New Registration |
Opens a new Registration form. |
|
New Design Win/Split Request |
Open a new Design Win form. |
Quotes View Descriptions:
(Note: The views available to you may vary in name and/or order depending upon your company’s configuration. See your AccountManager administrator with any questions).
|
View Name |
Description |
|
By Representative |
Displays open Quotes sorted by representative. |
|
By End Customer |
Displays open Quotes sorted by end customer. |
|
By Distributor |
Displays open Quotes sorted by distributor. |
|
By CEM |
Displays open Quotes sorted by CEM. |
|
By Program |
Displays open Quotes sorted by program. |
|
By Mfr Part Number (All) |
Displays Quotes sorted by manufacturer part number. (Clock icon indicates a status of “Open”). |
|
By Cust Part Number (All) |
Displays Quotes sorted by customer part number. (Clock icon indicates a status of “Open”). |
|
By Account Manager |
Displays Quotes sorted by account manager. (Each account manager will see all quotes his/her name appears on, regardless of whether it’s as customer account manager, distributor account manager, owner, etc). |
|
By Distributor AM |
Displays open Quotes sorted by distributor account manager. |
|
By End Customer AM |
Displays open Quotes sorted by end customer account manager. |
|
By CEM AM |
Displays open Quotes sorted by CEM account manager. |
|
By Owner |
Displays open Quotes sorted by owner. |
|
By Status |
Displays all Quotes sorted by status. |
|
By Quote Number (All) |
Displays all Quotes sorted by quote number. (Clock icon indicates a status of “Open”). |
|
By Mfr Quote Number (All) |
Displays all Quotes sorted by manufacturer’s quote number. (Clock icon indicates a status of “Open”). |
|
By Value |
Displays open Quotes sorted by total. |
|
By Date |
Displays open Quotes sorted by quote date. |
|
Distribution Quotations |
Displays open distributor Quotes sorted by company name. (Any quote will appear multiple times, under each involved company). |
|
By End Customer |
Displays open distributor Quotes sorted by end customer. |
|
By Representative |
Displays open distributor Quotes sorted by representative. |
|
By Distributor |
Displays open distributor Quotes sorted by distributor. |
|
By CEM |
Displays open distributor Quotes sorted by CEM. |
|
By Program |
Displays open distributor Quotes sorted by program. |
|
By Mfr Part Number (All) |
Displays distributor Quotes sorted by manufacturer part number. (Clock icon indicates a status of “Open”). |
|
By Cust Part Number (All) |
Displays distributor Quotes sorted by customer part number. (Clock icon indicates a status of “Open”). |
|
By Account Manager |
Displays open distributor Quotes sorted by account manager. |
|
By Distributor AM |
Displays open distributor Quotes sorted by distributor account manager. |
|
By End Customer AM |
Displays open distributor Quotes sorted by end customer account manager. |
|
By CEM AM |
Displays open distributor Quotes sorted by CEM account manager. |
|
By Owner |
Displays open distributor Quotes sorted by owner. |
|
By Status |
Displays all distributor Quotes sorted by status. |
|
By Quote Number (All) |
Displays all distributor Quotes sorted by quote number. (Clock icon indicates a status of “Open”). |
|
By Mfr Quote Number (All) |
Displays all distributor Quotes sorted by manufacturer’s quote number. (Clock icon indicates a status of “Open”). |
|
By Value |
Displays open distributor Quotes sorted by total. |
|
By Registration Number |
Displays open distributor Quotes sorted by registration number. |
|
Direct Quotations |
Displays open direct Quotes sorted by company name. (Any quote will appear multiple times, under each involved company). |
|
By Representative |
Displays open direct Quotes sorted by representative. |
|
By Distributor |
Displays open direct Quotes sorted by distributor. |
|
By CEM |
Displays open direct Quotes sorted by CEM. |
|
By Program |
Displays open direct Quotes sorted by program. |
|
By Mfr Part Number (All) |
Displays direct Quotes sorted by manufacturer part number. (Clock icon indicates a status of “Open”). |
|
By Cust Part Number (All) |
Displays direct Quotes sorted by customer part number. (Clock icon indicates a status of “Open”). |
|
By Account Manager |
Displays open direct Quotes sorted by account manager. |
|
By Distributor AM |
Displays open direct Quotes sorted by distributor account manager. |
|
By End Customer AM |
Displays open direct Quotes sorted by end customer account manager. |
|
By CEM AM |
Displays open direct Quotes sorted by CEM account manager. |
|
By Owner |
Displays open direct Quotes sorted by owner. |
|
By Status |
Displays open direct Quotes sorted by status. |
|
By Quote Number (All) |
Displays all direct Quotes sorted by quote number. (Clock icon indicates a status of “Open”). |
|
By Mfr Quote Number (All) |
Displays all direct Quotes sorted by manufacturer’s quote number. (Clock icon indicates a status of “Open”). |
|
By Value |
Displays open direct Quotes sorted by total. |
|
Quick Quotes |
|
|
By Representative |
Displays open Quick Quotes sorted by representative. |
|
By End Customer |
Displays open Quick Quotes sorted by end customer. |
|
By Distributor |
Displays open Quick Quotes sorted by distributor. |
|
By CEM |
Displays open Quick Quotes sorted by CEM. |
|
By Program |
Displays open Quick Quotes sorted by program. |
|
By Status |
Displays open Quick Quotes sorted by status. |
|
By Quote Number (All) |
Displays all Quick Quotes sorted by quote number. (Clock icon indicates a status of “Open”). |