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Quotation
 

 

 

 

Quotation Demonstration Form

Note October 2006: There are minor differences to this form from the screen shots shown below due to program and demonstration updating!

This form is included in the demonstration form set and can be downloaded by clicking on this link.This is a complex form and it is far easier to see how it works by downloading it and actually running it as well as reading this page!

Introduction

This form can be used either to demonstrate MaxForms or as a guide for building a real client's forms.

Lookups and Mathematical Functionality

MaxForms allows sophisticated and intelligent data lookup from underlying lookup files. When this is combined with the mathematical capability of MaxForms, this allows the building of sophisticated quotation systems with quantity breaks and variable discounts by product and by customer. Because the data for the quotation is stored in Maximizer User Defined Fields it can be automatically synchronised by MaxExchange with a field salesforce.

The demonstration form set gives you an idea about how such a system can be put together. This simplified system was created from scratch in half a day in MaxForms without any programming. It is available as a demonstration form so you can see how it is put together.

You should look at the information given below and see how this structure is incorporated into the form, if you wish to learn how the fairly complex requirements are met in the form. This structure has purposely been made complex to show off how MaxForms can cope with complex requirements. In practice, most users requirements are somewhat simpler! (Thank goodness!) The notes like this in red are intended to help you to see what is going on and how this example shows the way that the simple lookup structures in MaxForms have been designed to cope with the complexity of building real life systems. We can provide a service to help you master these tools as you build your first real systems. Once the structure of a requirement has been thought through, it is all pretty easy!

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Use of the Demo

The real person contact is selected in Maximizer and the button clicked to enter a new quotation record into the Maximizer address book folder with all the basic information copied from the contact record.

If the person already has a Client Discount code stored in Maximizer, it is automatically read into the form, if not, a code is entered at this time. This code could be used, for instance, to separate "Trade" from "End User" pricing or perhaps to allow special price tables for special clients. It allows the quotation pricing to respond to characteristics of clients.

The Quotation Entry tab

Quotation demonstration 1.gif (15082 bytes)

A customisable acknowledgement dialog appears.....

All the text in this dialog box is simply configurable

........ and the user moves to the next tab to enter the quotation details. The grey fields are automatically completed and cannot be changed. The blue background fields are those which require completion. The user drills down through three levels of a product tree to choose the unique product and then enters the quantity required. The delivery charge is added and the "Update the Screen" button is used to force all the data to be refreshed and the calculations to be done. As each field is written the data is continually being written back to Maximizer.

When the user is satisfied, after a final click of the button the job is finished.

 

The Quotation Detail tab

Quotation demonstration 2.gif (27865 bytes)

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How it works?

This is a working, three item quotation entry form.

A real system might need more tabs and might  include a button to print off a quotation document in MS Word, embedded as an object in the Maximizer document window.

This demonstration shows the use of a "range lookup" to convert a quantity to a "quantity band" which is the basis of the product price list. For example a quantity of 35 returns a quantity range of "25 to 49". This equates to one line in all the discount tables.

This conversion of a quantity into a quantity range is an essential element of all quantity dependant pricing.

It also shows a "variable lookup" to choose the correct price column according to the customer discount code and the correct discount table according to the product.  In the above example the customer discount code is "2" and so the discount is always taken from the column for code "2". The choice of which lookup table to use for each line is determined by the product discount table which is shown above as "15" or "16" for the different products.

This allows for different product having completely different discount structures which are contained in different tables. For example you would expect an DIY store selling screws and electric drills to offer a discount starting at a quantity of say 1000 for screws but 5 for electric drills. These discount structures can be held in separate tables to give as much flexibility as required.

A typical line of one of the product discount tables is  "25 to 49    0.05    0.075     0.1    0.125"

The line shows how the discount is related to both the quantity range "25 to 49" and one of the four customer discount choices so that the resulting discount % will  be either 0.05 or 0.075 or or 0.1 or 0.125 depending on the customer discount code.

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The System Structure

The demonstration is designed to incorporate most of the variations found in a real life quotation system based on product tables. In practice many systems to not require such a complex arrangement. The flow of information is represented in the diagram below.

wpe2.jpg (87301 bytes)

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Last modified: October 25, 2006      Hit Counter