How to create a quote & a new customer
Turn a complete item into a quote: create a new customer, review the quote details and availability guarantee, download the PDF, and add more items to one draft.
Step-by-step
- From the action button, choose add to quote (item must be 100%).
- Pick a customer or click create new customer.
- Open the quote: review ID, customer, address and items.
- Choose guaranteed or non-guaranteed availability.
- Download the quotation PDF and add more items to the draft.
Full transcript
Now let me create a quote for a customer. I'll add a complete item to a quote, create a new customer, review the details, and download the quotation PDF.
From the action button - on the item or in My Equipment - choose add to quote. The item has to be one hundred percent complete. Pick an existing draft quote or a customer. If the customer isn't there yet, click create new customer and fill the short form. Click go to quote. At the top is the quote ID, the customer and contact, the address, and the items. There's an availability guarantee. Choose guaranteed, and on submission the item is reserved and taken off the channels; otherwise it's first come, first served. The system calculates sales tax automatically and works out shipping from the item and customer locations. You can download the quotation as a PDF to send to your customer, and add more items - even from My Equipment - into the same draft.