Creating Quotes

  • Creating a Quote
    Quotes can be created with or without the VIN or Registration Number. The VIN/Registration Number...
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  • Adding Parts or Labour to a Job
    Additional parts or labour can be added to a specific job within the Job Details list.  To add a...
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  • Adding a Non-Standard Labour Cost to a Quote
    Within an open quote, non-standard labour costs can be added using the left-side panel.  Notes: ...
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  • Adding a Standard Job to a Quote
    Within an open quote, standard jobs are located in the left-hand panel for quick access. Use the ...
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  • Adding a Non-Standard Job to a Quote
    Within an open quote, non-standard jobs can be added using the left-hand panel.  Watch this vide...
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  • Adding Parts to a Quote
    Within an open quote, parts can be added using the left-hand panel.  Note: The Miscellaneous Part...
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  • Using the MFC Filter During Quote Creation
    Use the Minor Feature Code (MFC) Filtering to only show jobs relevant to the vehicle for which yo...
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  • Replacing Parts or Labour in a Quote
    Some parts and labour items can be replaced with similar options. Note: This is only available be...
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  • Setting a Deal Price for a Quote
    Once a quote has been started and jobs, labour, and parts are added, the price can be altered to ...
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  • Creating a New Customer
    Customers can be created and associated with specific vehicles. Use the Customer tab within Creat...
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  • Updating a Customer's Details
    Customer information can be updated through the Create Quote tab. To update a customer's details...
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  • Searching for a Vehicle
    Menu Pricing allows users to search for vehicles that have been previously added to the system.  ...
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  • Recording a Lost Sale
    If a sale is lost, it can be marked within the quote. This information can be used in reporting t...
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  • Incorrect VAT Rate
    The most common reasons a VAT rate might be incorrect is due to custom-created parts or jobs attr...
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  • Menu Pricing Quote Icons Explained
    The Create Quote and Maintain Quote tabs display information on new and existing quotes. There ar...
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  • Saving a Quote
    Once a customer is associated with the quote, it can be saved. Watch this video to learn more! ...
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  • Cancelling an Unfinished Quote
    Users can cancel unsaved estimates in JLR Menu Pricing at any time.  Note: Once an estimate is ca...
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