Quote + Order Management: QUOTES + ORDERS

CREATE A QUOTE OR ORDER

Go to Catalog and select your PRODUCT.  Click on CREATE NEW button and select SALES QUOTE or SALES ORDER from dropdown menu.  Popup preselects product.  Select CLIENT ACCOUNT (and the contact you are working with if available). Create Quote or Order.

RECEIVE A QUOTE REQUEST

Clients request quotes automatically from your catalogs.  You receive an EMAIL NOTIFICATION of the request. Clicking on the request opens the Quote page.

You will also see all quote requests on the ACTIONS, MESSAGES or QUOTES tab of your DASHBOARD

Go to MESSAGING to see how to communicate with clients and vendors on quotes + orders.

QUOTE WORKSHEET

Quote is automatically created and pre-populated with CLIENT and PROJECT details.  Make changes to SHIP TO address on the worksheet.  

ADD line items.  CALCULATE upcharges.  

SAVE to create your quote or order.  

QUOTE + ORDER

EDIT button brings you back to the worksheet. 

Client will be able to update request changes through MESSAGE section, update shipping information, and confirm details on each line item.  Details need to be confirmed before converting to Order. 

ADD QUOTE to Cart and SEND to client.

Go to CARTS to see how to convert orders to invoices + purchase orders and request payments.

Go to CARTS to convert Order to PURCHASE ORDER.

Go to CARTS to convert Order to Invoice.