To create a price inquiry for a docking project:
- Click Docking | Docking.
- Select the docking project you want to send a price inquiry for.
- Click the top level of the dry-docking item list.
- Click the “Inquiry” tab.
Adding Contractors to the Inquiry List
- Click
Add company (to the far left in the “Inquiry” menu bar).
- Select the contractors you wish to add to the inquiry list. (Press and hold [CTRL] to select more than one at a time)
Creating a Price Inquiry
- Select the contractor you wish to create the price inquiry for.
- Click
Create a zip-file with docking specifications and all attached files.
- TM Master checks all job items before the export for any jobs missing price details. Jobs missing price details will not be included in the “Price inquiry” excel sheet (discussed later). If there are jobs that do not have attached price details, you will be asked if you want to add a general price detail to these jobs.
- If you click Yes, TM Master V2 will create a price detail called “Total price” for the job.
- If you click No, TM Master v2 will not create “Total price” details for your job items - If you click [Cancel], you are returned to the program doing nothing.
- You can then select if you want to include all job and specification items and groups (Show all), or you can tick the “Select items to include” to select some of the items.
- Click OK.
- NB! Keep in mind that if you have added one or more price details for the job item, but none of them ask for the “Total price” for the job, TM Master v2 will not be able to detect this. The system will assume that if you have created a price detail for the job item, that you have added the ones you require.
- TM Master v2 will by default name the zip file in the following manner: <Contractor name>_<Docking project name>_<Todays date(YYYYMMDD)>.zip
- Choose a location to save the file and click Save.
- You will then be asked what you would like to include in the main report, make your selections and click OK.
What is in the price inquiry zip file?
The .zip file contains the following files.
- The “Sheets” pdf report containing all job descriptions and specifications (according to the users’ choices)
- The “Price inquiry” Excel sheet
- And any attached documents. The documents will be placed within folders with the same name as the job they belong to.
This file can be sent to the contractor as an attachment to your price inquiry for the contractor. Create a file for each individual contractor. The files within the zip file for each contractor are identical except for the Excel sheet which is contractor specific. It is possible to create only the Excel sheet for each contractor by clicking Create inquiry.
Note: The main report file (Docking Job Report) can be manually produced at any time during the docking project by clicking Reports in the top menu, while in the docking module.
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