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:
Use the View hot key and select Quantities from the list.
Note: This view is the default.
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. |
Use the View hot key and select Cost Code from the list.
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:
Use the View hot key and select Prices from the list.
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:
Use the View hot key and select Costs from the list.
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: