To use a bid for a showroom sale:Use the showroom upgrade sales process to substitute products for retail customers. Follow these main tasks:
The easiest way to upgrade a showroom sale is to open and modify a bid that contains the desired set of products.
To use a bid for a showroom sale:
Display the existing bid that contains the basic set of products the customer wants to upgrade.
Select the Mode hot key, and select the Copy to Sales Order Bid option to display the Copy Order to Bid screen.
Enter the following details:
Enter Price Branch – Enter a new price branch, if applicable.
Enter Ship Branch – Enter a new ship branch, if applicable.
Ship-To Same Customer? (Y/N) – Enter No, so you can specify a new customer.
Ship-To Customer – The customer to whom this sale will be made.
Gens to Copy – Specify Current, All, or Open to specify which generations to copy.
Copy Current Pricing? (Y/N) – Specify Yes or No, depending on whether you want to use the pricing currently on this bid.
Select the Begin hot key to display the Body screen of a new sales order bid for the new customer.
Process the order as usual.
For more information, see Preparing to Upgrade Showroom Sales.
With the Showroom Product Change view chosen, you can substitute products as desired. Before substituting a product, you need to save a reference to the original product. This reference can be useful for later review; it also lets the system automatically recalculate the pricing difference for the substitution.
To make a showroom product change:
With the cursor in the Original Product field adjacent to the product you want to substitute, type any character and press Enter. This action automatically saves the reference from the Product Description field into the Original Product field.
Once the original product’s reference has been saved, substitute a product by editing the product’s Qty/Unit and Product Description fields.
The Showroom print style lets you quickly print a customer acknowledgment that details the differences in retail and total prices for any product substitutions.
The Showroom print style adds columns that detail any unit price and extended price differences for substitute products. Calculated fields show the subtotal, sales tax, freight, and total amount. This lets your retail customer walk away from the showroom upgrade with an easy-to-understand receipt for their additional charges.
To specify a print style, use either of these methods:
In the Print Style field of an order’s Header screen, specify a print style. You can press F10 and choose a print style from the list, or enter the name of the desired print style.
On the Order Reprinting Options screen, specify a print style. This screen is displayed by pressing the Print Opt hot key from an order’s Status screen. The Order Reprinting Options screen lets you identify, edit, and reprint a designated order generation. In addition to specifying the print style, this screen also lets you specify how many copies to print. When you are satisfied with the print options, use the screen’s Print hot key.
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