Quoting - Online Quoting & Ordering
Click here to watch the video on Quoting & Ordering in BUZ
Overview
Quoting and Ordering a where users can place new quotes or manage existing quotes and orders.
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Quoting and Ordering Dashboard
There are 8 sections to the Sales page
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New Sales Button
Order No Search box
Button to Sales Tables
Calendar Button
Quick search by function
Pending Quotes
Recently Viewed Quotes
View all Quotes and Orders link
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Description | |
Quotes | Pending Not yet Accepted |
Awaiting Action | Accepted waiting to be processed (or check measured) |
Awaiting Approval | Awaiting deposit, discount or credit approval |
Work in Progress | Anything WIP not yet completed. Meaning it has been accepted, processed and approved and not yet invoiced |
Information for new online wholesale customers
Wholesalers receiving orders via Customer users logging directly into BUZ
Customer orders will appear in your "Awaiting action."
Within your list shown below, your reference will include your customers order number from their BUZ.
The status will be set to "won" and you will need to process the order (Optionsā process)
The following can be sent to customers new to online ordering.
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