Creating Single Item Quotes

When a customer wants to know how much one item will cost, create a single item quote.

Note: You can also create a quote that shows the prices of two or more competing brands two or more items with different add-on packages. For more information, see Creating Brand Comparison Quotes.

To create single item quotes

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.

Tip: Quotes can be saved at any time by clicking Save.

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.

Tip: If you decide that you want to create a comparison quote with competing brands instead, press the Ctrl key, select multiple items when the Inventory List appears, and then click Quote. For more information, see Creating Brand Comparison Quotes.

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. Make the following changes to the quoted item as needed:

Type the quantity and press Enter. TireMaster updates the quantities of the add-ons items.

Note: If there are no add-ons assigned to the item, you can add them to the quote by clicking Addons and selecting an add-on package from the list that appears.

Type different prices, FET, or both.
To offer special pricing on an item using a global price level, select the item and click Price Levels.
To change whether sales tax is calculated for an item’s part price, labor price, both, or none, click in the Tax column for that item and repeatedly press .
To exclude an add-on item from the quote, clear its check box.

10. Save the quote.

Note: If you want to use this quote as the starting point for a comparison quote, click Add Quote Line and look up a similar group of items. If you want to quote the same item twice, with some variations, click Duplicate Quote Line. Then add or delete add-on items and change prices from the duplicate quote, as needed. For more information, see Creating Brand Comparison Quotes.

11. Save the quote and print a hard copy if needed. If you want to exclude an item from the printout, see Printing Quotes and Estimates.