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Click here to watch the video on Quoting & Ordering in BUZ

Overview

Quoting has many aspects to:

  • Collect details of the products the customer wants a price for.
  • Collect details about the job overall.
  • Printing in multiple formats detailed or not so detailed information about those products.
  • Sales Representative discounts available.
  • Current promotional discounts.
  • Deposit collection with rules.
  • Look at production and installation capacities.
  • Copy quote/ order should a similiar quote be require with say a different fabric.
  • History of activities against the quote/ order.
  • Process an order adding entries into Job Tracking (Production) and Delivery (Installations).
  • Print Job Sheets and Barcode Labels. These can also be printed from Job Tracking.

On this page:

Table of ContentsexcludeOverview *\ and Ordering a where users can place new quotes or manage existing quotes and orders.

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On this page:


Quoting and Ordering Dashboard

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