Following Up on Bid Reminders

When trying to win a bid, you can remind yourself to follow up with the customer by creating a reminder. Use the Bid Follow Up Queue to follow up on these bid reminders.

To follow up on a bid:

From the Orders > Queues menu, select Bid Follow Up to display the Bid Follow Up Queue screen.
In the Brch field, enter the branch or territory for which you want to display bids. Enter ALL to display bids for all branches and territories.
In the User ID field, enter the user ID of the sales order writer whose bid reminders you want to follow up on. Or, leave this field blank to follow up on bid reminders for all users.
In the Cut-Off Date field, enter the last date for which to list bids.
Press Enter to display a list of bids that match your search criteria. Review the following fields:

Field	Description
Bid#	A letter S (sales order) and a series of numbers used to identify the order in the system.
Date	The date the bid was written.
Flw Up	The date the bid reminder was entered.
UserID	The user ID of the person responsible for following up on the bid.
Followup Comments	An explanation as to why the bid has not been converted to a sales order.

Use hot keys, as needed:

To...	Use this hot key...
view the bid	View The Sales Order Entry Body screen displays the bid in view-only mode.
edit the bid	Edit The Sales Order Entry Body screen displays the bid in edit mode.
flag the bid after you have followed up with the customer	Acknowledge The system changes the Flw Up field to Acknwl. The next time you display the queue, this bid will not display in the list.