Title: Install Tab --- ## Install Tab ## The Install tab allows you to enter information about your project that pertains to installation. The more information you enter here the better prepared your installation team will be to provide their services. The information entered here is for internal use only and cannot be transmitted outside DealerChoice. >![Image](media/ProposalInstallTab.JPG) >ProposalInstallTab.JPG Field | Description -------|------------- Project Manager |You can assign a Project Manager to this proposal by typing the first few characters of the PM's name. A list of matches will appear in a drop down selection box, click on the name in the list. This PM will get a message in their message queue alerting them that this proposal has been assigned to them Submit PM Request |If you have a team of PM's, you can click on this check box and a message will be sent to all members of the Project Management group that you have requested PM assistance. Typically, the PM team leader will evaluate the proposal request and then may assign a particular PM to this job by entering the PM's name into the Project Mngr field Delivery Only |If this project consists of a delivery of product only, check this box Installation Only |If this project consists of installation work only, check this box Delivery & Installation |If both delivery and installation are required on this project, check this box Reconfig Only |If this projects consists of reconfiguration only, check this box Target Install/Delivery Date |Enter your target installation date here, this gives your install team an idea of when you would like this work to begin Scheduled Install/Delivery Date |When the installation date has been confirmed, enter the begin date here, entering a date here places this project on the Install & Delivery schedule under the Proposals - Project Management menu options Install Time Available |Enter the time available (in days) that you have to install this project Submit Quote Request |If you would like your install team to prepare a quote for this project, check this box. All members of the Project Management group will get a message in their Message Queue alerting them that you have requested an install quote Install Location |Enter the location of where this product will be installed. This can be printed on Delivery Tickets and Purchase Orders. This field is required for sales tax to be applied to your taxable product on your finalized proposal Ship To Location |Enter the default location of where the product is to be shipped. The ship to field for your product lines on your proposal will automatically be populated with this address. You can change the ship to location on individual product lines on your proposal if necessary Shipping Contact Name |ENter the name of the person to be contacted with any shipping questions. This information appears on purchase orders Phone |Enter the Shipping Contacts phone number Fax |Enter the Shipping Contacts fax number Shipping Notes |This is a free text input field where you can enter any information you desired concerning shipping instructions. This information appears on purchase orders Bldg Mngmnt POC |Enter the Building Management contact if required. Some locations require the BUilding Management to be contacted before deliveries, etc. This gives you a place to store this information with your proposal. This information appears on purchase orders Phone |Enter the Building Management contacts phone number Fax |Enter the Building Management contacts fax number, if applicable Site Information Check Boxes|These check boxes allow you to note site conditions and considerations. If any of these conditions exists and/or must be considered, check the appropriate boxes. Some of these conditions may also affect your installation quote. The more information you enter here the better prepared your installation team will be Product Information Check Boxes|These check boxes allow you to note product conditions and considerations. If any of these conditions exists and/or must be considered, check the appropriate boxes. Some of these conditions may also affect your installation quote. The more information you enter here the better prepared your installation team will be Install Notes |This is a free text field that allows you to enter information about this proposal. You can enter any information that you feel is necessary for others that may be looking at this proposal to know. Currently, Proposal Notes are internal notes only, they do not appear on any customer facing documents.