Phases

Overview

Phase objects are located (and added) under each Job object. Think of Phase objects as branches growing off their respective Job object.

Clicking on any Phase object will open its corresponding Phase screen in the right pane. Use the Phase screen to create and edit phase information, including its sequences and materials, for each job. As each item is added, it will be displayed in the grid, along with cost and price information. Each line represents a single item specified for a particular phase and sequence. Note that you can scroll both up and down, and left and right, as necessary to view all columns and rows on the grid.

Fields

Note that if a phase has already been invoiced, you will not be allowed to edit these fields.

Buttons

Usage:

If the Returns Method in Inventory defaults has been set to Usage, the Phase form will contain a Usage button. The Usage button will appear black until usage has been recorded; it will appear green once usage has been recorded. Clicking on this button will open a Usage window. Use this window to record the usage for the selected phase. If usage has not been recorded for the phase yet, the Usage window will automatically list all the items that were originally specified for that phase. Simply go down the grid and enter the number of whole units (such as bags) and individual pieces used on that phase. [030428] In the alternative, you can enter SqFt used directly on the grid. When you click Accept, @Quote Plus 32 will calculate the corresponding quantities from the Unit and Count fields for each item in Inventory and deduct that amount from the On Hand field in Inventory. Depending on the setting of the OOS Deduct field in Inventory defaults, exceeding the amount on-hand will increase the Backorder field (Ignore), generate a warning (Warn only), or restrict you from exceeding the amount on hand (Restrict). Note that the Usage inventory deduction will honor the Deduct field in Inventory. If an item does not appear on the list, such as an item you had to substitute because the original item was out of stock, you can add it to the usage list by clicking the Add Item button and selecting it just like on the Item Lookup screen The selected item will be added to the list and you can specify the quantities used. Once you click Accept, the inventory will be deducted for that phase. If usage has already been entered for a phase, you can still edit it to make corrections. Simply click on the Usage button again. The Usage window will now show what you previously entered - simply make your changes and click Accept again. @Quote Plus 32 will make the necessary changes to the inventory. Note that any items with units/pieces set to zero will be dropped from the list when you click Accept. Do not be alarmed if you re-enter the Usage window and do not see them. (Note: In future builds, setting all units/pieces to zero will tell @Quote Plus 32 to reset the list to what was specified on the Phase form the next time you re-enter the Usage window.) The Cancel button in Usage window will bring you back to the Phase form without saving any changes.

Labor:

The Labor button allows you to add, edit and pay installers for the phase. See Labor for detailed information on this subject.

Grid Columns

Work Area:	Name of the work area for the phase.
Type:	This column is used by the system to indicates, at a glance, how this item has been specified on the job: Itm indicates that this sequence is a regular part of the proposal. Opt indicates that this is an optional sequence and will be designated as such on the proposal. Any asterisks (*) represent the number of optional upgrade items that may have been specified for this sequence. Thus Itm* indicates a regular sequence with one optional upgrade item noted, while Opt** would indicate an optional sequence with two possible upgrade items. You can use this column to quickly determine which sequences you need to resolve (see the Resolve command, below) when the signed proposal comes back from the client.
Item:	The name of the specified item. This is also the item's In House description.
Cost:	Cost per unit for the item. This cost can be either base cost or sell cost based upon whether or not the user has been allowed to see the true base cost of items. If the user has been allowed to see the base cost, Cost information on the Phase grid will reflect amounts calculated on the item's base cost, otherwise calculations will be based on the item's sell cost.
Amt Req:	Square footage or number of units of item required.
Price:	Selling price of item per square foot, as determined by price level for the job and difficulty level for the sequence.
Charge:	The override price (if any) entered in the Charge field on the Add new items window. This number will be zero if nothing was entered in the Charge field.
Hide:	Indicates this item is specified as hidden (see Hide on the Add new items window) from the proposal and invoice.
Completed:	Similar to the Completed field, above. However, while that Completed field relates to the entire phase, this Completed field contains the completed date for individual line items/sequences, allowing you to implement labor for each individual line item. Simply click on the line item you wish to implement the labor for, then right click and select Complete. This will open a Labor breakout for this item window, in which you can enter a completed date and time, assign installers to the line item and add their pay type and amount. Once installers have been added and you exit the Labor breakout window, your Completed date field will be filled in. See Labor for additional information on how this works.

Menu

To access the Phases menu box, click on the desired phase then right click. An example of this menu box is show below.

Edit:	If Edit Protection has been turned on in General defaults, you will need to use the Edit command before you can edit data on the Phase form.
New Phase:	This command allows you to add a new phase. It will open a window that asks you to select a New Phase Name. Choose a name from the Phase Name dropdown list, then select OK. The corresponding Phase form will open in the right pane in which you can enter your Phase information. Note that if you select a phase name that already exists for the job, you will receive an error and the new phase will not be created.
Details:	[021219] Details command opens a Phase Details window for you to enter any special remarks about the phase. The contents of the Phase Details window will appear on the work order for only this phase. A checkmark in the menu box next to the Details command indicates that information has been entered in the window. Note the Edit option at the top of the Phase Details window which allows you to edit data in that window. This edit menu supports the standard Windows Undo, Cut, Copy, and Paste functions.
Move Up:	Use this command to change the order of the Phase objects. Simpy click on an item you want to move, then right click. Choose Move up to move the phase up one place.
Move Down:	Use this command to change the order of the Phase objects. Simpy click on an item you want to move, then right click. Choose Move Down to move the phase down one place.
Usage:	[021209] The Usage command works just like the Usage button, above. Selecting it will open the Usage window in which you record usage for the selected phase.
Labor:	[021209] The Labor command works just like the Labor button, above. It allows you to add, edit and pay installers for the phase. See Labor for detailed information on this subject.
Print:	Two Print options currently are implemented: Invoice and Work Order. If the Invoiced checkbox is checked, select Invoice to reprint the invoice that this phase is on. Otherwise, selecting Invoice will have the same effect as selecting File-> Print -> Invoice from the top menu. [030122] If you select Work Order, it will assume you want a work order for just this phase, and go directly to the maps and summary load sheet questions, then print the work order for this phase only.
Delete:	Allows you to delete the selected Phase object. @Quote Plus 32 will ask for confirmation and delete the current object and its corresponding data PERMANENTLY.

Grid Menu

To access the Grid menu box, right click on the desired phase then right click. An example of this menu box is show below.

Add:	Use this command to add a new item to the phase. See Adding phase items for detailed information on how this works.
Edit:	Use this command to edit an item. Simply click on the item you wish to edit, then right click and select the Edit command, opening the Edit item window. Use this window, which works like the Add new items window, to make your changes.
Move:	Use this command to move an individual item's location on the grid. Simply click on the item you want to move, then right click. Choose Move. To move the item, click on the row where you want the item to be inserted, then right click, choosing Move again. (There will be a check mark next to the Move command this time.) The item you want repositioned will move to the row you selected. Note that you cannot relocate an item to the last row on the grid directly. When you select the last row, the moved item will be inserted just above the last item on the grid. You can simply move that last item up in the grid afterward.
Move Up:	Use this command to change the order of individual items. Simpy click on an item you want to move, then right click. Choose Move up to move the item up one row.
Move Down:	Use this command to change the order of individual items. Simpy click on an item you want to move, then right click. Choose Move down to move the item down one row.
Change Phase:	[030108] Use this command to move an item to another phase within the job. Right click, then select Change Phase. A Select Phase to move item to window will open that lists the available phases to move the selected item/sequence to. Click OK to move the item to the selected phase. Note that this option honors job and phase invoiced status; therefore, items cannot be moved on invoiced jobs, or from or to invoiced phases.
Refresh Pricing:	This feature is not yet in place. In a future build number, you will be able to use this command to update your pricing based upon pricing changes made to inventory.
Delete:	Use this command to delete the selected item. @Quote Plus 32 will ask for confirmation and delete the current item PERMANENTLY.
Resolve:	When a proposal comes back from the client with the options he has specified, the Resolve command lets you select the desired options without having to edit each line. Simply right click on each item on the Phase grid that has "Opt" (optional sequence) or an asterisk "*" (upgrade item) in the Type column, then right click and select Resolve. You will get a Resolve options window that displays the item, any upgrade items and a checkbox for the optional sequence. In the window, do the following: To select an Item Upgrade, simply click the button next to the upgrade you want. To Accept optional sequence, simply leave the checkbox checked. Click OK. Any upgrade selected will automatically be accepted as an item on the job, and any optional sequence will be made a part of the job. All unselected items and upgrades will be cleared. In this way you can resolve all the options in a job with just a couple of clicks!
Complete:	Use the Complete command to specify that an item has been completed, and to add, edit and pay installers in connection with the completed item. For detailed information on how this command works, see Complete.