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 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
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:
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.
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
The next section is 'Delivery & checkout':
In this section choose a delivery rate for the quote, or select free delivery if that's what you are including in the quote. You can also add a delivery date, but this is optional.
If you are not charging VAT on this order untick the box next to 'Charge VAT'.
You must also select your quote status. Select 'Ready To Send' to send the quote immediately upon creation, or select 'Draft' if you want the quote to be saved as a draft to send out later.
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.
If your quote has been marked as 'Draft' this will save the quote to the 'Your Quotes' page for you to manage and send out later.
If you have marked the quote as 'Ready To Send' 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.