You can easily prepared quotes with multiple products on your eStore and send them to your customers for approval. When your customer approves the quote, the quote status is changed to a sales order.
Quote - Setup Options
Use the Site > Site Policy to set the quote options
- Enter header to display at top of the customer quote such as Quotation, Estimate or Quote.
- Activate the customer Approval Section display at the bottom of the quote
- Enter a message to display at the bottom of the quote. This usually contains a price change disclaimer and valid period for the quote.
Use Site > eStore Quick Update to upload your company logo to display on the quote.
Use Shopper > Shopper Logo Art Library and upload your customer’s approved logo art and specifications such as PMS #s. Art is used with the quote and Virtual Samples.
Customer Quote Preparation
Create a quote with product description, color, sizes, logo and prices using Quote / Order if product is in the eStore or Quote / Order > Custom Order.
1 – Shopper / Buyer - Select shopper If shopper is new, register the shopper
2A - Order Place a product quote if product is in the eStore or Company Store. Find product, select options, specify quantity, select logo and add to cart
2B - Custom Order - Place a custom quote if the product is not in the eStore or Company Store
Enter product data, sell price and cost price, select art and add to cart
3 - Shopping Cart - Prices can be modified in the cart if a special deal has been negotiated with your customer. Quotes can include multiple products. Select all of the products in the quote and add them to the cart before checking out and preparing the quote.
4 – Shipping - Select shipping service Shipping cost is calculated and added to the quote
5 – Sales Tax – If sales tax is activated it is added to the quote
6 - Payment & Approval - Quote displays with product, tax and shipping costs. Additional email cc can be added. Add payment data and submit the quote.
7 – Place Quote with Pending Status - Quote is placed at sell price with a Pending status. The logo art file and specifications are linked to the quote. Quote email is sent to shopper/buyer requesting approval for the quote. Quote email copy is sent to Site. Quote can also be printed or exported to word.
8 - Shoppers - receive quotes by email. Shoppers can also view the quote and status from the website using My Account. Shoppers can send changes and / or accept quotes.
9 - Editing the Quote – You can edit the quote while it has a Pending status if the customer changes the quantities or options and send a revised quote to the shopper/buyer for approval.
10 - Approved Quote Becomes an Order - When the quote is approved by your customer, place an Accepted event for the quote. The quote becomes a sales order. A PO at cost price is placed on the supplier eCatalog and sent to the supplier by email. The supplier PO has a link to the art file and specifications.
Manage Outstanding Quotes
Click on the event status and use the Event List to assign follow up dates to the quotes. Use the Order Follow Up Report Writer to monitor the quotes. If the quote is not approved place a canceled event for the quote or delete it from the eStore.
Extra charges such as samples or art preparation can be added to the quote/order using the Extra Charges option. Extra charges are included in the invoice.