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 Contents
On this page:
Quoting and Ordering Dashboard
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