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#34185 - 12/04/12 06:53 PM SalesCQ request
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4510
Loc: Wynnewood, PA
A prospect sells commodities, whose prices change every week. They update their alternate price lists via Excel.

They would like to re-price selected outstanding quotes without having to copy them to a new quote, which is the only way to do it now.

Can this functionality be considered?

Thanks

Steve

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#34187 - 12/05/12 03:24 AM Re: SalesCQ request [Re: Steve Schwartz]
MikeS Offline
Adagio Specialist

Registered: 10/25/10
Posts: 337
Loc: Concord, On
I have to implement a price increase for the first time since using Adagio. I was wondering how I was going to do the quotes (any quote older than thirty days has to have its' pricing updated). To have to copy each quote is going to be a pain, so I second Steve's request.

Thanks

Mike
_________________________
Mike Smith
Viktorian Sheet Metal Mfg Inc

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#34188 - 12/05/12 06:21 AM Re: SalesCQ request [Re: MikeS]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
What would the selection criteria be? Would new quotes be created with the revised prices, or would the original quotes be replaced? Would you want any kind of report on the adjustments that were made?

Just asking.
_________________________
Andrew Bates

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#34189 - 12/05/12 08:04 AM Re: SalesCQ request [Re: Retired_Guy]
Bob Wisener Offline
Adagio Conductor

Registered: 03/19/02
Posts: 561
Loc: Vancouver, BC
Also consider that quotes can have revisions. ie. new document generated when a quote is revised. Perhaps the user edits the quote, clicks something that revised pricing and then saves or generates a new revision. You'd have better control over what quotes are updated. The current version already has a method of updating cost from within a quote, when costs are visible. Perhaps a 'Re-price' button.
_________________________
Bob Wisener
Dakota Software

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#34191 - 12/05/12 10:43 AM Re: SalesCQ request [Re: Bob Wisener]
MikeS Offline
Adagio Specialist

Registered: 10/25/10
Posts: 337
Loc: Concord, On
That's what I was thinking, similar to the Re-Price button, and if it could automatically add the revision level?
_________________________
Mike Smith
Viktorian Sheet Metal Mfg Inc

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#34195 - 12/05/12 12:07 PM Re: SalesCQ request [Re: MikeS]
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4510
Loc: Wynnewood, PA
My prospect would NOT want to add a revision level, but I can see it going both ways.

As for the selection criteria, I can see it being similar to the grid that lets you multi-select checks for reconciliation in Payables.

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