Creating a Quote by Using a Master Quote

1. From any IntelliDealer screen, click on the Product Support tab.
   The Product Support Quick Links screen will appear.

   
   

   Product Support Quick Links screen

2. From the Service List, click the Work Order Quoting link.
   The Work Order Quoting screen will appear.

   

   Work Order Quoting screen

3. On the Work Order Quoting screen, select the Include Mater Quote field and click the Go >> link.
   The Work Order Quoting screen will refresh listing all available Master Quotes.

   
   

   Work Order Quoting screen

4. Move the cursor over a master quote Reference Number and select Copy from the pop-up list.

   Note:  
   If you do not copy the master quote first the system will override the selected master quote with the new quote you are creating.

   
   

   Work Order Quoting screen
   

5. The Segments To Copy screen will appear.

   
   

   Segments To Copy screen

6. On the Segments To Copy screen, enter a Reference Number of leave the field blank and the system will assign the next number in sequence.

7. If more than one segment appears on the screen, select which segments you want to copy by placing a checkmark next to the corresponding segment.

8. Click the Save button.
   The Customer Quote Header tab will appear.

   
   

   Customer - Quote Header tab

9. On the Customer - Quote Header tab, delete the Master customer from the Customer field and enter a new customer number.

10. Click the Save button and continue processing your quote.