Selecting Job Bid Tracking Screen Views

You can change the columns on the Job Bid Tracking screen to display a variety of information. For example, you can change to a view that shows costs, cost codes, prices, or product quantities.

Use the following screen views to track the product statuses of your master job bids:

To view product quantities:

  1. Review the master job bid products.

  2. Use the View hot key and select Quantities from the list.

Note: This view is the default.

  1. Review the following information, as needed:

Column

Description

QuoteQty

The total quantity of the selected product the customer requested for this project.

Ship Qty

The quantity of the selected product that has shipped to the customer.

Open Qty

The quantity of the selected product on the junior bid.

RemQty

The quantity of the selected product yet to be ordered or shipped.

To view product cost codes:

  1. Review the master job bid products.

  2. Use the View hot key and select Cost Code from the list.

  3. Review the following information, as needed:

Column

Description

QuoteQty

The total quantity of the selected product the customer requested for this project.

Ship Qty

The quantity of the selected product that has shipped to the customer.

Open Qty

The quantity of the selected product on the junior bid.

CostCode

A user-defined code that identifies the phase of the project and the types of products used during the project. For more information, see Cost Code Concepts.

To view product price information:

  1. Review the master job bid products.

  2. Use the View hot key and select Prices from the list.

  3. Review the following information, as needed:

Column

Description

Quote Price

The total quoted price for the specified quantity of product on the master job bid.

BilledPrice

The total amount billed to the customer to date for the shipped quantity of the product.

Diff Price

The amount that has not yet been billed to the customer.

To view product cost information:

  1. Review the master job bid products.

  2. Use the View hot key and select Costs from the list.

  3. Review the following information, as needed:

Column

Description

Quote Cost

The total quoted amount you owe the vendor if the customer orders the entire quantity.

Billed Cost

The total amount the vendor has invoiced you for his shipped products.

Diff Cost

The amount that has yet to be invoiced.

See Also:

Reviewing Junior Order Products