Customers and Product Master

Who can edit:AdminManagerSales

Identity

Company and trading name, vendor code, registration number, country, tax ID and industry.

Activity

RFQs received and completed over time, and the win rate on awarded and failed lines.

Registered address

Printed as the bill-to address on quotations.

Commercial defaults

Preferred currency, payment term, incoterm, validity, lead time, packaging and sales person. New RFQs and Apply customer profile on quotations use them.

RFQs, Quotations, Parts quoted

Everything done for this customer, with links.

Audit

Who changed the customer record and when.

• Each contact has a type: Requestor, Attention to, Procurement or Other.
• Mark one contact of each type as the default; it is picked first on RFQs and quotations. A new quotation is addressed to the RFQ's requestor, or to the default Attention-to contact, and lists the default Procurement contact.
• Add contact and Add address in each panel header open a dialog. Edit on a contact opens the same dialog with its details filled in.
• Add as many delivery addresses as the customer needs, with one default.

• Deactivate hides a customer from new RFQs and quotations. Nothing is deleted.

  Who can deactivate:AdminManager

• Merge combines a duplicate into the record you keep. You type the company name of the duplicate to confirm, and give a reason.

  Who can merge:AdminManager

The Product Master (Parts) lists every part number the company has quoted, with its revisions. New parts are added automatically when you add an RFQ line with a part number that is not there yet.

Adding or editing an RFQ line also fills in the revision's description, material grade, manufacturer and manufacturer ref when they are empty. Details already on the part are kept, and Validated revisions are never changed.

New and Estimated prices are working figures. Only a Validated revision is used as a reference price.

Who can edit:AdminManagerEstimatorSales

Revision

Description, type, material and drawing details for the selected revision.

Last purchased (manual)

Entered by hand from purchasing records. Never calculated.

Validation

Mark estimated, submit, approve or reject. See the part validation diagram in Approvals and statuses.

New revision

Opens a dialog to start a new revision when the customer changes the drawing.

Merge

Combine a duplicate part into this one. Admins only; you type the exact part number to confirm.

Drawings and models

Every drawing and 3D model attached to an RFQ line for this revision, each linked to its RFQ. Models open in the 3D viewer. Files are added and removed on the RFQ, not here.

Customers quoted, RFQs, Quotations

Where this part has been used.

• Each time a quotation is issued, and each time a line is awarded, the price is added to the history.
• Prices of revisions marked Estimated or Rejected are never added.
• Prices are shown in the quoted currency and converted to MYR at the rate saved at the time.
• Breakdown on a quoted row shows the costing behind the price: markup, cost per category, operations and quantity breaks, with a link to the line's costing. Older rows saved before breakdowns were kept have no button.
• Viewers do not see price history.