The following control maintenance records belong to the SOE (Sales Order Entry) category and apply to bid parameters.
For each branch, indicate whether the bid date changes to the date the bid became an order when a bid converts to an order.
For each branch, indicate whether to allow users to consolidate multiple identical line items to a single line item when converting bids to open orders. More:
Manage the Customer Relationship Management questionnaire information used for site visits. These standardized questions or prompts allow users to gather important information that can assist in pursuing job opportunities. More:
Specify the number of days prior to an order date for which the system checks bids for duplicate items. More:
Enter the number of days after the order date to display a warning that a bid's pricing has expired. More:
A list of reasons a job opportunity was lost, such as Bid too expensive or Work schedule inflexible. This is a free-form field.
A list of sources from which your opportunities have come, such as Trade show contact or Internet search. This is a free-form field.
The stages at which the job can be, such as Job Submitted or Prospect. This is a free-form field.
The win confidence levels you want to use to determine how certain you are of winning a job, such as Very High or Minimal. This is a free-form field.
Indicate whether the system sorts bids from newest to oldest when you select view bids in sales order entry. List the newest bids first so they are easier to find and open. The default is No.
Enter valid statuses for master job bids. Enter choices such as Pre Quote, In Process, or other statuses that make sense for your company. More: