Revision
Authorization/Sell Revision
The Revision Authorization
dialog box provides the mechanism to add a subestimate, or to add some,
or all, of a number of sub-estimates, to your Manager order.
To attach sub-estimates to an
open order:
1. After all sub-estimates are complete, (see Creating
Sub-Estimate) select Sell Revision.
The Revision Authorization dialog box displays. At this point you will likely be talking to the customer to describe the recommended revisions and get approval. You can use the Telephone button (bottom left) to access available phone numbers for the customer.
Note: You
can supply "what if" scenarios for your customer by
clicking on/off the selection boxes of the available sub-estimates. The
Total This Revision amount and New Estimate Total fields change dynamically so
that the customer can consider the cost of the various sub-estimate
combinations.
2.Select the revision(s) you wish to include in the
order.
The Include in this Revision fields are where you
select
revision(s) for inclusion in your order.
3. Select/deselect revisions by clicking your mouse
pointer
in the selection box next to the revision. The Revision Amount and the
New Total Estimate amount dynamically change with each new combination
of revisions.
4.Complete/edit the remaining fields of the Revision
Authorization panel. These fields are:
- Approval Date - Fills in automatically with the date that the
revision is created. Change the date, if necessary, by selecting a new date from the pull-down choice list.
- Initiated
by - Choose Shop or Customer.
- Written by
- Choose Shop or Customer
- Authorized
by - Defaults to the customer name. Changee by over
typing necessary.
- Reason
- Reason for the revision.
- Phone
(Called) - Phone number at which the customer was reached
to approve the revision.
- Time
(Called - Time that the revision was created/approved.
This field defaults to the time that the
Revision
Authorization dialog
box was opened.
- Clear
Sub Estimates and Titles after Transfer- Removes the sub-estimates
after they have been transferred to the order.
- Clear Recommendation after Transfer - Removes any Recommendations once the Sub-Estimates are transferred.
Note: Only those
sub-estimates that are transferred to
the order will be removed.
5. Select Transfer.
The selected sub-estimates are transferred to the
order.
Related Topics...
Creating
a Sub-Estimate
Revision
Screen
Questions? Visit our Revisions FAQ page.