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6.1.1. A & D Create New A & D Firm - 6.1. A & D List
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6.1.1. A & D Create New A & D Firm
Architectural & Design
You can use with the menu bar option or the icon option to add a new A & D firm to your database. Both options open the same input window.
The Create a new A&D Firm window opens with 3 tabs. The General Info tab, the A&D Contacts tab and the A & D Stats tab.
General Info
A&DCreateGeneral.JPG
| Field | Description |
|---|---|
| Firm Name * | Enter the name of the A&D firm (required field) |
| Street * | Enter the address for the firm (required field) |
| City * | Enter the City of the A&D firm (required field) |
| State * | Select the State of the A&D firm (required field) |
| Zip * | Enter the ZIP or Postal Code of the A&D firm (required field) |
| Phone * | Enter the phone number of the A&D firm (required field) |
| Fax | Enter the FAX number for the A&D firm |
| Add Firm | After entering the required data, click on this button to save your entry |
Input field names followed by an asterisk (*) are required fields and must be entered before your entry will be saved.
A&D Contacts
A&DCreateContacts.JPG
| Field | Description |
|---|---|
| Contact Name | Enter the contacts name |
| Title | Enter the contacts title |
| Phone | Enter the contacts primary phone number |
| Phone 2 | Enter a secondary phone number for the contact |
| Mobile | Enter the contacts mobile phone number |
| Fax | Enter the contacts fax number |
| Enter the contacts email address |
There is no limit on the number of contact's you may enter per A&D firm
A&D Stats
A&DCreateStats.JPG
There are no input fields in the A&D Stats window. This window shows statistics on proposals where the A&D firm has been added on the Project Info tab of your Proposal.
Average GP margin - this is the average GP % on proposals that this A&D firm is associated with.
Total invoiced Sales - this shows the Month To Date (MTD), Quarter To Date (QTD), Year To Date (YTD) and Overall total of invoiced sales that this A&D firm is associated with.
Total Proposed Sales - this shows the Month To Date (MTD), Quarter To Date (QTD), Year To Date (YTD) and Overall total of all proposals (not booked, booked, invoiced) that this A&D firm is associated with.
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