Quoting & Converting to Order
Quoting & Converting to Order-Video 1
There are multiple ways a customer can submit a custom quote to you
The first being through their profile
You can make certain quantities and options quotable by leaving the price blank
Every product has a request custom quote on it, allowing customers to request quotes on products for options you may not available on your website
Some products may even be only quotable
Quotes are treated very similarly to orders, they can be searched, found and sorted the same way orders can and are tracked in the contact's order history the same way
Quotes will have Q- before the order number and the quote order number is in the same format, date of order and 4 random letters for example Q-04152015.DBHY-01,
If multiple quantities are requested on the same quote additional quote numbers will be created- 02, 03 etc
Clicking the quote number will take you to the view quote page which is identical to the view job page
To quote the project you will click FullFill quote
This will take you to a screen that looks very similar to the create custom order page
You will be able to copy from any existing product in the catalog and pre-populate options, values and prices
If the quote was generated copying from a product on the contact level there will be a blue button to load Prices from the Source Product, this will pre-populate all prices and allow for you to edit.
Cut-off time, Production Time and Turnaround must be present
Shipping boxes must be present, if no shipping boxes are included in the quote, this means no shipping boxes will be included on the order and shipping cannot be added at the time of order
Once all needed selections have been click Save Custom Product
Once the quote has been fulfilled you would change the status to Ready to Order, this notifies the customer by email that their quote is ready to be ordered
In the quotes page of the customer profile there will be a red link present Click Here to Unlock Quote, this converts the quote into a product and loads it into the customer's cart.
Once a quote has been converted to an order it can be re-ordered by the client at any time
QUOTE-TO-ORDER SYSTEM CONT.
There are multiple ways that a contact can submit a custom quote
Quotes can be found in the Browse Orders page and tracked the same way orders are
Quotes will have Q- before the order number and the quote order number is in the same format, date of order and 4 random letters for example Q-04152015.DBHY-01, if multiple quantities are requested on the same quote additional quote numbers will be created- 02, 03 etc.
You can Push a quote to the HUB to be quoted, if the final print order is to be pushed to the HUB the quote MUST be sent to the HUB, this is done by clicking the orange button Push Quote to HUB.
If you are to fulfill the print order yourself for the quote you click FullFill Quote
This system uses that same functionality as the Create Custom Order system with some minor differances
You will be able to copy from any existing product in the catalog and pre-populate options, values and prices
If the quote was generated copying from a product on the contact level there will be a blue button to load Prices from the Source Product, this will pre-populate all prices and allow for you to edit.
Cut-off time, Production Time and Turnaround must be present
Shipping boxes must be present, if no shipping boxes are included in the quote, this means no shipping boxes will be included on the order and shipping can be added at the time of order
Once all needed selections have been click Save Customer Product
Once the quote has been fulfilled you would change the status to Ready to Order, this notifies the customer by email that their quote is ready to be ordered
In the quotes page of the customer profile there will be a red link present Click Here to Unlock Quote, this converts the quote into a product and loads it into the customer's cart. Once a quote has been converted to an order it can be re-ordered by the client at any time
Related articles