Creating Price Comparison Quotes

You can write quotes that let customers compare pricing options for a single item. One way to compare pricing options is to assign different add-on packages. For example, if you offer add-on packages for different types of tire warranties, you would add the same tire to a quote two or more times. Then you would change the add-on package assigned for each instance of the tire.

Note: You can also create price comparison quotes by excluding items or by deleting individual add-ons items. (In some cases, you might want to add extra items to the quoted parent items instead.)

To create a price comparison quote

1. Press F12. The Quote and Estimate Writer opens.

2. Add the customer and vehicle information using one of the following methods:

Click Customer. Then look up the customer and select the vehicle when prompted. For more information, see Looking Up a Customer.
Type the customer’s name and the vehicle’s year, make, and model.

3. Add contact and salesperson information, notes, and an expiration date to the quote.

a. Type the phone number at which the customer can be reached, or click Contact and select a phone number from the list.

b. Type comments about the quote (if any) in the Quote Notes field.

c. If your user ID is not already in the Quote/Est Sale field, press and select it from the list that appears.

d. If you need to change the number of days the quote will be accepted, type a different number in the Good for Days field.

4. If you need to change the customer’s tax level, click Tax Level and select a different tax level.

5. If you want to see the profit margin for quoted items on the screen, select the View Margin check box. If the margin is too low, you can adjust it. For more information, see Adjusting a Quoted Item’s Margin.

Note: The check box can be selected only by users who belong to a security group that’s assigned the permission Quotes View Margin.

6. If the quote (top) panel is not already activated, click it. The quote panel is active when it’s surrounded by a black box.

7. Click to enlarge the quote (top) panel. This button is located on the right side of the screen between the quote and checklist panels.

8. Add an item to the quote using one of the following methods:

Click Inventory and look up an item. For more information, see Looking Up Inventory Items.
Type the item’s size, quick look code, or manufacturer code in the Size field for the second (white) quote row, and press Enter.
Scan its bar code
Click Fitment and select an item from the fitment guide. For more information, see Looking Up Tire Sizes at Point of Sale.

If an item’s margin falls below the setting for the lowest margin allowed, TireMaster displays a warning. You can then decide whether to add the item to the quote.

Note: An item’s margin can be adjusted to a higher or lower percentage, which raises or lowers the selling price. For more information, see Adjusting a Quoted Item’s Margin.

9. To add more quotes for the same tire, click Duplicate Quote Line for each additional quote. For example, if you want to add two more quotes, you’d click Duplicate Quote Line twice.

10. Change the name and add-on package assigned to the first quote. Then update the quantity.

a. Type a unique name for the first quote in the Size field.

b. Click Add-Ons. The Add-On Code List appears.

c. Select the add-on package that you want to use for the first quote and click OK. The add-on items for the first quote are updated.

d. Change the quantity of the parent item for the first quote.

11. Change the name, add-on package, and quantity for each of the remaining quotes.

Note: If a quote is already assigned the add-on package that you want to use, you don’t need to look up a different set of add-ons.

12. Save and print the quote.