Create/Update Equipment Sale Reservation/Quote - Equipment Information

Program/Screen: SAEOET/SAEOETC236

Description:

Use this screen to enter or update the equipment being reserved or quoted.  You can also add sales items and miscellaneous charge items on this screen.

 

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Navigation

This is generally the third or fourth screen for the Create/Update Equipment Sale Reservation/Quote program.  At the top of the screen, enter the numbers of the equipment being reserved/quoted.  You can also reserve/quote bulk equipment by using its category/class ID or its rental reservation number.  At the bottom of the screen, enter sales or miscellaneous charge items that you want to add if the reservation/quote becomes a sales order.

 

After you have entered all items for the reservation/quote, press Enter twice to advance to the Create/Update Equipment Sale Reservation/Quote - Review screen to check all of your entries before generating the record.

 

Unique Create/Update Equipment Sale Reservation/Quote Screens

Create/Update Equipment Sale Reservation/Quote - Launch

Driver License Card Swipe

Create/Update Equipment Sale Reservation/Quote - Customer Information

Create/Update Equipment Sale Reservation/Quote - Equipment Information

Equipment Detail

Sales Item Detail

Create/Update Equipment Sale Reservation/Quote - Review

 

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Options

Option

Description

1

Search.  Enter 1 in the Opt (Option) field at the top of the screen to advance to Equipment Search and search for a piece of equipment to reserve/quote.  Enter 1 in the Option field at the bottom of the screen to advance to Part/Merchandise Search.

2

Detail.  Enter 2 in the Opt (Option) field at the top of the screen to access the Equipment Detail screen and review more detailed information for the equipment.  You can also modify the equipment rates on this screen.  Enter 2 in the Opt (Option) field at the bottom of the screen to access the Sales Item Detail screen.

6

Equipment messages.  Enter 6 in the Opt (Option) field to review any messages associated with the entered equipment.  These messages appear under the list of equipment on the Equipment Information screen.

7

Suggested equipment.  Enter 7 in the Opt (Option) field to toggle the bottom section of the screen to Suggested Items and place your cursor there.

8

Reprice.  Enter 8 in the Opt (Option) field to restore the original rates for the equipment if they have been changed.

9

No charge.  Enter 9 in the Opt (Option) field to remove the rates for the equipment on that line.  This results in not charging the customer for that equipment when the reservation or quote is converted to a sales order.

12

Comments.  Enter 12 in the Opt (Option) field to advance to Equipment Comment Maintenance and review any comments associated with that piece of equipment.

 

Fields

Equipment number

Enter the unique number assigned to the equipment that you want to add to the reservation/quote.  If you do not know the number, enter 1 in the Option field to the left of this field to advance to Equipment Search and search for the number.

 

Quantity

Enter the quantity to reserve/quote for the equipment.

 

Description

Displays the description of the equipment.

 

Restock

When entering a credit, indicate if the equipment should be restocked.

 

New/Rental

Indicate if the equipment is N-New or R-Rental.  This applies only to bulk items.  For other equipment, the value in the equipment master file is the default.

 

Price

Enter or accept the price to quote for the equipment sale.

 

Extended

Displays the extended price for the equipment, which is the Price times the Quantity minus any discounts entered on the Equipment Detail screen.

 

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Suggested Items or Sales/Miscellaneous Items (F9)

 

Item number

Enter the unique number assigned to the sales item or miscellaneous charge item that you want to add to the reservation/quote.

 

Quantity

Enter or change the quantity for the sales item, miscellaneous charge item, or the suggested item.  After you enter a quantity for a suggested item that is a rental type item, that item and quantity move up to the end of the equipment reservation/quote list at the top of the screen.  If the suggested item is a sales item, and you enter a quantity for it, that item moves to the Sales/Miscellaneous Items list at the bottom of the screen.

 

Unit of Measure

Accept or change the unit of measure for the sales item or miscellaneous charge item.

 

Description

Displays the description of the sales item, miscellaneous charge item, or the suggested item.

 

Restock

Indicate if the original sales items should be returned to stock.

 

Regular Price

Enter the price (amount to be charged) for the sales item or miscellaneous charge item.

 

Sold Price

Displays the price at which the item will be sold.  This price takes into account any discounts entered on the Sales Item Detail screen.

 

Function Keys

Function Key

Description

F1

Help.  Place your cursor in a field and press F1 to access online help for that field.  Place your cursor outside of any field, and press F1 to access online help at the program level.

F2

Scan.  Access the Bar Code Entry screen to enter or scan bar code information for the equipment.

F3

Exit.  Exit the page or program.

F4

Search.  Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen.

F8

Item Number/Mfg Number.  Toggle between item number and manufacturer's number for sales items.

F9

Sales/Suggested Items.  Toggle between the Sales/Miscellaneous items section and the Suggested Items section.

F10

Order Comments.  Access the Order Comments screen.

F12

Cancel/Previous.  Exit the program or move back a screen.

F16 (Shift + F4)

Select All.  Select all items and advance to the Equipment Detail screen.  Work with the first piece of equipment and press Enter to advance to the next piece of equipment in the detail screen.  Continue these steps until you have worked with or reviewed every piece of equipment in the Equipment Detail screen.

F17 (Shift + F5)

Top/Bottom of List.  Move to the top of the list with F17.  Move to the bottom of the list with F18.

F18 (Shift + F6)

F19 (Shift + F7)

Top List/Bottom List.  Move to the top list (equipment) with F19.  Move to the bottom list (Sales, Miscellaneous, or Suggested Items) with F20.

F20 (Shift + F8)

F21 (Shift + F9)

Lost.  For future use.

F24 (Shift + F12)

More.  Display more available function keys for the program.

 

Related Programs

Category/Class Maintenance

Equipment Maintenance

Suggested Items Maintenance

 

 

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