QUOTES
5.1 Find existing quotes
Finding and using existing quotes will save you rework when you want to send a follow-up quote or copy to create another quote. To find a quote:
- Log in and click My Account > Quotes
- Search your quotes by selecting the date range on the calendar and then click Search
- The records will appear on the same page and you can click a specific record to review the details.
5.2 Create a quote
The instructions below provide one way to create a quote, but you also can convert a basket to a quote.
- Click My Account in the main navigation, and click Quotes in the menu at the left side of the screen.
- Then click Create New Quote on the right side of the screen and a pop-up window will appear.
- Choose a name for the quote, define if it's a public or shared quote*, and click Create Quote.
- On the Quote details page, you may complete the Header Personalisation and Quote Information fields with general information regarding the quote.
* Public quote: Others in your company will be able to view and duplicate the quote, but cannot change or delete it.
Shared quote: Others in your company will be able to view, edit, and delete the quote and contents.
5.3 Add Items to Quotes
You may choose from a variety of methods to add more items to your quotes.
Add Items to Basket
- Click My Account, Baskets, and the basket name.
- Add products to the basket and then transform a basket to a quote.
Direct Entry
- Click My Account, Quotes, and the Quote name.
- Enter quantity and SKU. Click Add.
Import from a Spreadsheet
- Click My Account, Quotes, and the Quote name.
- Click Import from Spreadsheet, then Browse, and select the file.
- Click Import and OK.
5.4 Copy a quote
You easily can transfer the information of an existing quote to a new one.
- Click the arrow to expand the quote details you wish to copy.
- Click Duplicate.
- Name your quote and select if it is a public or shared quote*.
- Click Create Quote.
- You may access your quote through your dashboard.
* Public quote: Others in your company will be able to view and duplicate the quote, but cannot change or delete it.
Shared quote: Others in your company will be able to view, edit, and delete the quote and contents.
5.5 Transform a quote to a basket
When you're ready to convert a quote into an order, first convert it to a basket.
- Access the existing quote or create a new quote if needed.
- Verify that the active basket is the one you want to use, and then click Add Contents to Basket at the top of the Quotes details page.
- Your quote contents will now be included in your active basket.
You also may click on the arrow beside the Add Contents to Basket button to select a different basket or create a new basket.
To create a new basket from a quote:
- Click My Account and then Quotes.
- Check the box next to the quote you wish added to a new basket.
- Click the Add Contents to Basket arrow and select + Create New Basket.
- Name your quote and select if it's public or shared.*
- Click Create Quote.
* Public quote: Others in your company will be able to view and duplicate the quote but cannot change or delete it.
Shared quote: Others in your company will be able to view, edit, and delete the quote and contents.
You may access your quote through your dashboard.
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