The As Quoted feature automatically checks Quotes for the price you have previously given a specific customer for an item, and can:
check the Expiry Date, excluding expired Quotes.
check Quantity for price breaks or quantity discounts
log when importing so you can review pricing after importing
display a confirmation dialog for each change
This Solution describes using this feature. (5874)
Big Business 7.1.3 adds the Quote Line Item Import, useful for:
creating price lists for use with As Quoted features
importing results calculated in a spreadsheet
This Solution describes this feature. (6220)
Big Business 13.36 adds a setting to Unblock Repricing. This lets you override new behavior that blocks repricing automatically.
The problem is with Qty Pricing or As Quoted Pricing you can give a customer a bulk price ($5/ea for 100) and have it automatically replace the default price ($6.95/ea). So, they order 100. If you invoice 50, though, Big Business could revert the price.
Now it does not revert the price, but still can if you choose Unblock Repricing.
As Quoted lets you automatically use pricing from quotes on new Orders or Invoices.
Settings in the Customer Prefs determine if the Quote Expiry Date or Quantity is used.
Settings for when to use quoted price are Never, Always, and Ask Each Time.
Click the As Quoted checkbox on Customer card, History tab to skip Ask Each Time. You may also Search, Add a column for, and Update the As Quoted in Customers list.
Working with Quotes (6423)
Creating a New Quote (6424)
To Enter Quote Information (6427)
Adjusting Quote Prices and Profits (6428)
Use the new Quote Preferences found in the Cust Prefs tool to automatically add any or all of the following Automatic Notes when printing built-in Quote forms:
Customer Code
Customer Listing
Total Quantity (total count of all Items on the Quote)
Boilerplate Text
Read the instructions below for maximizing the benefit of these options. (3178)
The ability to delete old Quotes en masse has long been requested by Big Business Users who generate numerous Quotes. Many companies have a high Quote to Sales Order ratio. In the end, they may only convert a few Quotes to Sales Orders.
The Items that are sold contain historical transaction information and can not be deleted. The Items that have only been used in Quotes can be deleted by first deleting the expired Quotes, then the Item Card.
Quote Batch Delete (and Item Batch Delete, link below) facilitate this process. (3132)
Ship Date is being added to Quotes. This will allow it to carry onto Orders.
Ship Date on Orders has been updated to automatically fill in today's date. (6665)