1. How To Quote - Vivotek, Hanwa, Eaton

HOW TO QUOTE VIVOTEK, HANWA, EATON

AFTER AN OPPORTUNITY HAS BEEN CREATED

Fill out the following details on the below page:

Click on the dropdown menu for Brand and select relevant Brand
Type
Description
Give a short description and fill out as much detail about the project in the details block.
Fill out the End User. NB – The End User needs to be created on the system if not already. This can be done by sending it to the Code Creation Team to upload. If the End User has not been loaded at the time of quotation, select TBC (To be confirmed). This will allow you to proceed, however, it remains your responsibility update once the code has been loaded onto the system.
End User Country
Vendor Quote Number if applicable
ROE will be R1 as we receive pricing in ZAR. For USD and Euro Prices, a manual calculation will be required.
Deal Reg Reference if applicable
Once all information has been entered, click on the Next Button on the right-hand side.

Click on the New Line Item Button to start entering your product codes.

Use a % sign in front of your product code. Make sure to remove all spaces and or dashes in between. If you cannot find the code, try using the relevant prefix code. Click on the Search icon. Should the code still not be found, it may mean that it is either a new part number and have not been captured on the system as yet. The code Creation team can assist with this.

Once the code has been found, the description will be underlined. The USD List Price block will populate automatically. Put in the quantity required. The Converted Quote Price will be calculated automatically in accordance with the ROE and qty provided by you in the Summary. Add the margin you wish to make on this line. Tick the Exclude System Margin block. Click on the Save & New or Save button to enter a new line item.

Should you have received project discount, you will manually have to enter the pricing.

Next example is as follows:

The vendor gave the unit at R 1,000.00 cost to us.
Qty of 100 is needed
I wish to make 25% margin on this line

Click on the Calculate Quote Totals button

You can add different margins for each individual line, or the same for all lines. The Summary will have the Selling Price, Your GP%, GP Amount as well as your cost. Double check before you Accept your quote.

Put in your tracking note, and click on the Save Button

Select the Print Quote or Print Quote in Excel.

Click on the paper clip icon. The quote will pop up on a separate window in your network browser. You are now able to save this document to your local folder.