Quotation process

In this guide we will cover:

Creating Quotes
Viewing Quotes
Sending Quotes

Creating Quotes

Quotes can be raised from a Sales Ticket or directly from the Quotes & Orders Area

On a Ticket you will have an action similar to the below:

Fig 1. Raising a Quote from a Ticket

Or to create a new Quote directly from the Quotes & Orders section, navigate into this Area, make sure Quotations is selected, and click "New".

Fig 2. Raising a Quote from the Quotes Area

On the New Quote screen you can add products to quote for.

If the Quote has been raised from a Ticket the End-User details will automatically be populated. Otherwise you will need to specify the User using the dropdown on the right. You can also set a Title to describe the Quote.

To add Products to the Quote you will first need to choose if you would like to add an existing Product, new Product, Generic/Ad-hoc Product, existing Product Bundle, or a new Product Bundle. Once you know which type you would like to add to the Quote click the relevant button below the Quote title.

Fig 3. New Quote Screen

When you add an existing Product you will need to specify the quantity to quote for. To do this type, or use the arrows within the quantity field to set the correct number. Click "Select" to confirm your Products.

Fig 4. Adding Products to a Quote

Creating a new Product will open the New Product modal screen allowing you to create a new Product directly from the Quote. Once created this can be viewed and edited in the Products Area.

Fig 5. Creating a new Product from a Quote

Generic Products act in a similar way to new Products, however they require less configuration as they will not be stored as a Product in the Products Area. Instead they can be created and used as a one-off Product in your Quote.

Fig 6. Adding Generic Products to a Quote

If you are adding an existing Bundle you will need to use the dropdown show below to select which Bundle to add, and a quantity which will be used to multiple each individual Product quantity within the Bundle.

Fig 7. Adding a Bundle to a Quote

If the combination of Items you would like to add would suit a Bundle, but the Bundle does not yet exist, you can create a one-off Bundle directly from the Quote. When you choose this option you will create a "Group" which subsequent Products can be added to.

Fig 8. Creating a new Product Bundle from a Quote

Any Products you would like added to this group will need to be added (or edited) and assigned to the group.

Fig 9. Adding Products to a Bundle

Set a name for your Quote and click "Save" once you are happy with the contents.

Viewing Quotes

Before sending a Quote you may want to preview the Quote as it will show to the User. To do this you can use the option "Preview Print" or "Generate PDF".