Note: A vehicle
must be selected before the Quote tab is active.
Select the Quote tab to:
Setup Quote Settings
When using the Quote section for the first time, a red
message will popup telling you to setup basic information
first. Click Hide error(s) to open
the Setup page.
Fill in all three rates. If only one or two rates
are used in your company, use the same rate(s) in each
From the dropdown box, select which rate to use as the
Enter your area’s tax rates for Parts
The fields are already formatted for percentages.
Example: Enter 8.12, not .0812.
Check the Tax By Default box(es) if
appropriate for your area.
Enter your company’s standard markup percentages over the
cost of OE Parts and OE
The fields are already formatted for percentages.
5.5, not .055.
Check Print Date & Time (if desired).
In Quote Footer Text, add text to print
at the bottom of each quote (if desired).
are valid for 30 days.
The system defaults to starting with Quote #1. The
first quote number cannot be changed.
If your company wants to change the number on the next
quote, enter a different number on Next # to
If the number entered in Next # to
Use has already been used for a previous
Quote, an error message will appear when trying to
save the Quote. The new Quote will not be able
to be saved until a different Quote # is selected.
You can return to Setup at any time to
change this information.
The Saved Quotes window will now
From here you can select a Saved Quote,
start a New Quote, return to the current
Vehicle Information, or select a
Create a New Quote
On the New Vehicle tab, select the
On the Vehicle Information page that
opens, click Quote.
On the Main tab:
Fill in required information, indicated by red font:
Customer’s First Name, Last
Name, and Quote Date.
Use the Tab key on your keyboard to move between
fields, or click in each field using your mouse
Fill in optional fields (if desired), indicated by black
Quote Name – Example: Fuel
Service Writer – This will default
to the name of the person that the ALLDATA Station
License is registered to for the computer in
use. This field can be changed to a different
Technician – Enter the name of the
technician that will be completing the job.
Additional customer contact and vehicle information can be
added to the Additional Info tab (if
The additional information will print on the quote, but
will not be transferred or saved anywhere else.
To add items to a quote, click on the Add
Item drop down menu.
Select Parts/Labor – Lookup to add
pre-set parts and labor pricing and information.
Type the name of a part in the Input
Search field that appears, then click
Click on the link for the desired part to display the
related Parts, Price and Labor Information.
Click Add to place each desired
Parts and Labor item on the quote. As you add
items, the Sub Totals, Tax amounts and Totals at the
bottom will be updated.
To close the Lookup screen and return to the Quote,
click the X in the upper-right
corner, or the Close button in the
Select Flat Fee to add a flat fee Price
and Description (required fields) for a service item,
then click Add.
Remove rust from steam outlet on muffler.
Select Note to add general information
to the Quote, then click Add.
would like all rusty parts returned.
Select Part to manually add a
Part Number, Quantity, Price, and
Description (required fields), then
The Extended Price will
automatically reflect any Parts Markup entered in
Select Labor to manually add
Hours, Rate and Description (required fields), then click
Labor Rate 1 will automatically be applied.
Click the Rate dropdown menu to
change to Labor Rate 2 or 3.
The Extended Rate will automatically
reflect any Labor Markup entered in Setup.
To delete a row from a Quote, click on the red
X in the desired row.
To print, click Print Friendly.
From the upper-left corner of the Print Friendly screen,
select File > Print.
Once the quote is complete and printed, click
Save. You will be automatically taken
to the Saved Quotes page.
View the List of Saved Quotes
Click on the Quote tab (a vehicle must
already be selected for the Quote tab to be active).
Click Saved Quotes in the upper-right corner
of the screen.
A list will display of all quotes that are active in the
system. Quotes will remain active until they are
Open, Modify & Delete Saved Quotes
Toopen a previously created quote, open
the Saved Quotes list and click on the underlined
Quote # of the desired quote.
modify a previously created quote, open the
quote, make desired changes and click
delete a previously created quote, open the
Saved Quotes list and click on the red X in
the row of the quote to be deleted.
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