Quoting Website User Manual Diamond Plastics Corporation 2/24
Contents
1. Name Contact Name Remove 1b88261f 7 cO4 4ce6 8bcf 081666e4b00d a a Remove ecSbdc0a 7200 4fd8 8ac0 b135ba67b6d1 b a Cancel Save Changes When lookup is clicked the quote information will be loaded and the current listing of customers will be displayed To remove a customer from the quote click the Remove button next to the customer To add a customer begin typing the customer name in the text box next to the Add Customer button As you type a list of available customers will display below Choose the customer to add by clicking on its name Then click the Add Customer button When finished click on Save Changes to save Page 8 New Edit Quote les Rep 99 Dan Werner Create Edit Quote Customer Information Terms Job Information Notes Quote Detail Truckload Detail Quote Pricing Options Rep Information Remove Customer Contact Customer Quote Reference Add Bid Date Bid Time Quote Terms 15 day quote 30 day ship v Copy Quote Cancel Save Save and Submit DIAMOND PLASTICS MOBILE QUOTING SITE This is the screen where new quotes are entered and existing quotes can be modified Tabs Customer Information Terms Customer Information Terms Job Information Notes Quote Detail Truckload Detail Quote Pricing Options Rep Information Remove Customer Contact Customer Quote Reference Add Bid Date Bid Time Quote Terms 15 day quote 30 day ship v o On this tab the customer information an2. on the quote Quote Pricing Options O Customer Information Terms Job Information Notes Quote Detail Truckload Detail Quote Pricing Options Rep Information Auto Priced Quote Y Mileage Use Current Approved Pricing Levels Ia From Casa Grande AZ _ Grand Island NE Lubbock TX Macon GA Muncie IN _ Plaquemine LA To Alabama Calculated Mileage Change to Override 0 Price Per Pound At Plant 0 Freight Cost Per Mile 0 Price As Nested Corr 21 E o Auto Priced Quote This option allows the quote to be priced based on 4 parameters e Calculated Mileage using the sales job city and state as well as the chosen shipping plant mileage will be automatically calculated by using Google maps This value can be manually overridden e Price per pound at plant the price per pound to sell the pipe directly from the plant e Freight cost per mile cost per mile charged by the trucking company to deliver the pipe Page 11 e Price as nested for Corrugated Corr 21 pipe the pipe can be nested to reduce the total number of truckloads needed to deliver the pipe e Using these figures the pricing will be calculated automatically after the quote is submitted o Use Current Approved Pricing Levels this option will automatically price a quote based on the currently set pricing levels as defined by the Sales Vice President for your region Rep Information Customer Information Terms Job Information No
3. Page 1 Quoting Website User Manual Diamond Plastics Corporation 2 24 2012 Page 2 Contents EIELOO IC e E 3 Baron 4 HOME EE 5 PCC ege ee 5 Leg tere d 5 Provisionally Submitted Check Failed u een 5 Submitted to Sales VP for Further Review 5 Quotes Converted Into Order E 5 EXDOFL Ee LOL E 6 Modiiy Quote ee EC 7 NEW EE EE 8 C stomer HECKEN EEN ee 8 JOB inf rmation EE 9 CS Ee 9 TEUCK 039 RUE 10 Quote Pricing OBLONS ee een Eege Eeer 10 eg luet un Ee EE 11 ODER QUOTE EIERE 12 EIERE 13 WOE LOOKU eenegen 14 WOK WIMA ee 15 Work With Expired QUOTES E 16 EIERE 17 Page 3 Introduction This guide is intended to serve as a general overview of the quoting website To access the website navigate your browser to https quoting dpcpipe com This website requires a modern browser with JavaScript enabled The recommended browser versions are Internet Explorer 9 0 or higher Mozilla Firefox 10 0 or higher Google Chrome version 16 or higher or Apple Safari 5 0 or higher Because the site is HTML and JavaScript based it is accessible on any device that is capable of running one of the browsers listed above This includes desktop and laptop computers smart phones tablet computers etc Page 4 Login User Id Password Login When navigating to the site users are prompted with a user id and password to log in This user id and password combination must be obtained from Diamond Plastics Each sales rep
4. Rep Name hiacy v Primary Reason Secondary Reason Quote ID Entry Date a lt c Ss v v 28103 1 23 2009 15 10 40 v v 28247 1 27 2009 11 09 08 v v 28105 1 23 2009 15 12 29 v vw 42591 9 25 2009 16 39 10 v vw 39207 7 29 2009 15 33 20 v vw 60769 3 8 2011 16 32 43 v v 42365 9 14 2009 12 10 47 Bid Date A 1 23 2009 00 00 00 1 27 2009 00 00 00 1 23 2009 00 00 00 9 25 2009 00 00 00 7 29 2009 00 00 00 3 9 2011 00 00 00 3 24 2011 00 00 00 9 15 2009 00 00 00 10 15 2009 00 00 00 Page 16 Customers D FEI EULESS TX 788 FE LEWISVRLE TX 1232 FEI EULESS TX 788 ACT PIPE amp SUPPLY LTD FORT W as OKLAHOMA CONTRACTORS SUP LLC UTILITY SUPPLY COMPANY INC OKLA FE EULESS TX 788 UTILITY SUPPLY COMPANY INC OKLA This screen allows you to enter reason codes for quotes that have expired as to why the quote was not converted into an order After the primary reasons are entered secondary reasons are optional click the Save Expired Reason Codes button at the bottom of the page to save changes Page 17 Reports These reports are available to run to display sales information The content of the reports is reflected by the report name e Sales History By Customer e Sales History By Item e Sales History By Item By Customer e Quote Cancellation Analysis e Quote to Sale Analysis by Customer e Quote to Sale Analysis by Item
5. agency may have as many logins created as they wish to have logins for the site After entering the user id and password click the Login button to be authenticated and directed to the site s main page Page 5 Home Page Home Quotes Reports Log Out Sales Rep 99 Dan Werner QUOTE STATUS Rep Name dwerner v Accepted Quotes Rejected Quotes Provisionally Submitted Check Failed Submitted To Sales VP for Further Review Quotes Converted Into Order Remove Quote Id Customers Job Name Management User Date Comments Luke Van Diest x 70380 Brent Test 2 syentes 1 13 2012 09 26 39 Luke Van Diest x 69473 H lest McMurry University syentes 12 12 2011 12 10 48 Upon successful login users are directed to the site home page This page is also available at any time by clicking the Home link in the gray menu bar at the top left corner of the screen Under the Quote Status heading at the top of the page is a Rep Name drop down Changing the value in this drop down will reload the page s information depending on which rep name is selected Here is a listing of the data available in the tab pane Accepted Quotes These are submitted quotes that have either been automatically approved by the quoting process or they have been initially rejected but then later approved by the Sales Vice President Rejected Quotes These are quotes that were initially rejected by the quoting process and then subsequently also rejected by the Sales V
6. b will bid Quote terms The number of order by days and ship by days that will be placed on the quote The quote expires the number of order by days after the bid date Job Information Notes Quote Detail Customer Information Terms Job Information Notes Quote Detail Truckload Detail Quote Pricing Options Rep Information _ Personal Notes Ship To Yard E Job Name Contact Name Customer Notes Address Alabama v Engineer Name Job information this is the information for the sales job that the quote is for Alternatively the Ship To Yard box can be checked if the order will be shipped to the customer s yard directly Personal Notes these notes are where information can be tracked that is not already listed in a field on the quote Customer Notes these are extra notes that can be entered that the customer will see on the quote form PDF printout Customer Information Terms Job Information Notes Quote Detail Truckload Detail Quote Pricing Options Rep Information Delete Alt Item Number Item Lookup Description Feet qty LB FT QTY Block Total Delete E Lookup 0 0 0 0 Add Row Default Block The items for the quote are entered on this tab Delete Button removes the item line from the quote Alt flags the item as an alternate item on the quote Page 10 tem Number the Diamond Plastics id number of the item that is being quoted As characters are entered into this
7. d quote terms are entered To add a new customer click the Add button at the far left of the screen A pop up screen will appear Customer Lookup x Existing Customer New Customer Customer Name Add Name City State a Add ACT PIPE amp SUPPLY DALLAS HOUSTON TX Add ACT PIPE amp SUPPLY DENTEN TX HOUSTON TX Add ACT PIPE amp SUPPLY LTD FORT W HOUSTON TX Add ee WATER PRODUCTS owasso OK Be emie WATERWORKS BROWNWOOD Add COBURN SUPPLY LONGVIEW TX BEAUMONT TX ke 4 r Contact Name O 4 o The customers listed are those that have been assigned to your sales agency by Diamond Plastics The list can be filtered by entering a partial customer name in the text box atthe top You may also choose to enter a contact name for the customer This can be entered at the bottom of this screen When you have the customer chosen click Add to add that customer to the quote o Alternatively if the customer that is trying to be quoted isn t listed it can be added manually by clicking on the New Customer tab Page 9 Customer Lookup x Existing Customer New Customer Customer Name Address Alabama e Contact Name Phone Number Add New Customer After entering the necessary information click Add new customer to create the customer and add it to the quote Customer Quote Reference this is a field that can be used to tie back to the id that the customer has given the quote Bid Date Bid Time when the jo
8. dule Piece Count C10001820B 10 X 20 DR18 C900 BLUE W GSKT 3300 20440 4900 15540 5640 EEE as C08001820B 8X 20 DR18 C900 BLUE W GSKT 500 61460 72860 11400 32440 V C06001820B 6X 20 DR18 C900 BLUE W GKST 500 67100 41980 25120 17380 1 23 2012 3 5 2012 C10001420B 10 X 20 DR14 C900 BLUE W GSKT 2840 160 2540 2380 6700 1 23 2012 3 5 2012 C08001420B 8X 20 DR14 C900 BLUE W GSKT 20 6460 2360 4100 4860 2 21 2012 3 9 2012 C06001420B 6X 20 DR14 C900 BLUE W GSKT 80 1560 16800 15240 3840 2 21 2012 3 9 2012 This screen allows you to quickly check the ability to ship a quote to a customer based on current available inventory at each plant To check a quote enter the quote id number and then click on Get Quote Availability The quote will then load and the items will show below For each item you will see availability information for the item from the selected plant as well as scheduling information The scheduling information is also color coded Red means that the time is not currently scheduled to be produced green means that the item is currently in production at the plant and yellow means that the item is scheduled to be produced in the future Page 14 Quote Lookup Quote Lookup Quote ID 72542 Lookup 72542 Amarillo TX FEI EULESS TX 788 Approved Email Quote This screen allows you search for any quote active or expired To search enter the quote id number and click on Lookup Once the quote is found general information for it will b
9. e displayed below You can also choose to email the quote by clicking on the Email Quote button at the bottom of the screen Page 15 Work With Active Quotes Work with Active Quotes Sales Rep ALL v Status X Custome Quote ld Oper E Expr E j TTT hw Wl Ge TI ege ome Open EE 2 28 2012 17 00 11 2 28 2012 3 14 2012 Ararlo TX Amari Texas FEI EULESS TX 788 Approved Emad Expire Open 12335 jholoway 2 24 2012 12 12 13 2 28 2012 3 14 2012 Northwest Loop Utiites Temple Fel EULESS TX 788 Approved Emad Expre FEI OKLAHOMA CITY OK 1832 NORMAN SUPPLY CO INC 72333 2 24 2012 11 58 45 2 28 2012 3 14 2012 So Canadan Int OKC SC 0806 Oklahoma City Oklahoma OKLAHOMA CITY OK WINWATER 459 Approved Emad Expwe OKLAHOMA CONTRACTORS SUP LLC PIONEER SUPPLY LLC This screen allows you to search for currently active quotes Each table rows displays general information for the quote e Cancel button clicking this button cancels the quote and prevents it from being displayed e Open button opens the quote for editing e Email button redirects to another page to allow you to email the quote e Expire quote forces the quote to be expired The table can also be filtered by changing the Sales Rep Status and Customer options at the top of the screen You can also quickly open or email a quote by entering the quote id directly into the quote id field and then click either Open or Email Work With Expired Quotes Work With Expired Quotes
10. field adrop down list will appear with item numbers partially matching what has already been entered em Lookup allows you to search for items by item type item spec or diameter Description the full description of the item that has been chosen Feet number of feet to quote for the item S Lb price per pound of item to be quoted S Ft price per foot of item to be quoted Block number block pricing value of item to be quoted if applicable As one of the pricing fields are changed the other 2 will update automatically For instance if block number is changed to 100 the price per foot for that item at block number will be calculated and filled in as well as the price per pound at that price Default Block this value can be filled in with a default value As new rows are added to the quote the default block number will go to this number to save the time of having to re enter it Truckload Detail O Customer Information Terms Job Information Notes Quote Detail Truckload Detail Quote Pricing Options Rep Information EAST WEST Item Number Description Feet Macon GA Muncie IN Lubbock TX Grand Island NE Golconda NV Plaquemine LA Casa Grande AZ C08001820B 8 X 20 DR18 C900 BLUE W GSKT 50000 11 36 11 36 11 36 11 36 11 36 11 36 11 36 TOTALS 11 36 11 36 11 36 11 36 11 36 11 36 11 36 o This will help in pricing by calculating the number of truckloads to ship all the pipe that has been entered
11. ice President Provisionally Submitted Check Failed These are quotes that failed the automatic approval process but have not been passed onto the Sales Vice President for approval Submitted to Sales VP for Further Review These are quotes that failed the automatic approval process and are awaiting the approval of the Sales Vice President Quotes Converted Into Order These are approved quotes for which a purchase order has been received from the customer and a master order entered by Diamond After seeing these notifications they may be removed from the screen by clicking the X button under the remove column of each table row Page 6 Export Quote Log Sales Rep 99 Dan Werner E Mail Quote Log Sales Rep dwerner e Email Address Subject Quote Log OK This page will generate an Excel file containing details for current quotes You may filter the report by choosing a specific rep After entering an e mail address to send the Excel file to click the OK button to generate the report Page 7 Modify Quote Customers Home Quotes Reports Log Out sales Rep 99 Dan Werner Modify Quote Customers Quote ID Lookup This page enables the quick addition or removal of a customer from a quote without having to go through the process of re submitting a quote Enter the quote id of the quote to modify and click on the Lookup button Modify Quote Customers Add Customer Contact Name Remove Customer Number Customer
12. tes Quote Detail Truckload Detail Quote Pricing Options Rep Information Primary Sales Rep hlacy v Secondary Sales Rep v Quote Entered By O o Inthis tab the primary and secondary sales rep for the quote can be set e Cancel Button this button will leave the quote screen without saving changes e Save Button this button will save changes to the quote but not submit the quote for approval e Save and Submit this button will save the quote and submit it to Diamond Plastics for approval Page 12 Quick Quote Submit Quick Quote Submit Sales Rep v Customer v Submit Id Secondary Rep Entry Date Bid Date Expiration Date Engineer Job City State Customers Status HD SUPPLY TONTITOWN AR 570 69125 11 30 2011 15 33 18 12 6 2011 12 21 2011 Contract I Pyatt AR ARKANSAS WATER PRODUCTS LLC Not Submitted FEI BRYANT AR 1998 Submit Selected Quotes This screen will allow the quick submission of un submitted quotes to Diamond Plastics for approval Check the box next to the quote s you would like to submit then click on Submit Selected Quotes Page 13 Quote Availability Quote Availability Quote Id 72276 Get Quote Availability Casa Grande AZ s Grand Island NEC Lubbock TX i Macon GA Muncie IN Plaquemine LA s i Plant Macon GA Job Site DeSoto TX Mileage Item Number Item Name Feet Quoted On Hand Rel To Ship Available Unreleased Next Schedule Start Date Next Schedule End Date Next Sche
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