Menu Close

Get Support From ShopWired Close

All Systems Are Operational

Subscribe To Updates
Prefer To Live Chat? Chat directly with ShopWired support Available 9.30am to 5.30pm Monday to Friday
11.00am to 5.00pm Saturday
Quickest response time

Send A Message
Response within 24 hours

Menu Close

Menu

Create a quote

If you want to create a quote to send to a current or potential customer you must first add the ‘Quotation System’ app to your account.
(To do this select APPs & Extensions > Available APPs from the menu.)

Once the app is installed you will find a new section under the ‘Orders’ tab on the menu called ‘Quotes’. Select Create Quote to get started.

• Adding the information
• Creating the quote


Adding the information

Customer details

The first step in the process is to enter in your customer’s details:

If your customer has different billing information untick the box to add it in separately.

If the customer you want to send a quote to has ordered from you or been entered into your system before you can select them from your existing customers by beginning to enter their name into the selection box:


Products ordered

Next, add products to your quote. You can add as many of your products as you would like, and you can also edit the price of your products.

Prices in this section will show either with or without VAT depending on what you have chosen in your VAT settings. The note at the top of the section tells you which format you are currently using:

If your product is available in different sizes or colours (or other variations) you will need to select the choices.

Please note!

If your product has multiple variations, and you have used the ‘all variants’ feature, you will not be able to add that product to your quote. Your variation combinations will need to be entered separately. This is simple to do using the generate all variation combinations button.

If you have setup your system with stock levels, when you go to add a product to your quote the system will tell you how many of that product you have in stock:

If you try to add a product which is out of stock the system will tell you it is out of stock:

If the item is out of stock you will not be able to add it to the quote.


Delivery & checkout

In the next section choose a delivery rate for the quote, or select free delivery if that's what you are including in the quote.

If you are not charging VAT on this order untick the box next to 'Charge VAT'.

Additionally you can add a delivery date, but this is optional:


Comments

In this section you can add any comments that you want to be included in the email to your customer:


Details & confirmation

The final section on your screen shows your quote totals for products ordered, delivery costs and VAT:


Creating the quote

Once you are happy with all of the details, select create quote.

This will automatically send an email to your customer with details of your quote and will give them the option to make payment when they are ready.

Click here to read our guide about the email that is sent to the customer.