Overview
Quoting has many aspects to:
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Quoting and Ordering Dashboard
| 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 |
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Copy (New Number) → Will copy quote/order allocating a new order number starting at A
Move a Quote to Another Customer
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- Edit - Select this to edit this Quote/ Order.
- Process - This option is only available after the quote has been Accepted. This creates entries in the Job Tracking and Delivery Tracking systems.
- Labels - This option is only available after the quote has been Accepted. This downloads a Labels file using the formatting from the uploaded Job Sheet - Labels worksheet. Depending on your browser, opening on the file will cause the file to be printed using BUZ Labels Print program.
- Redo Check Measure - Ability to complete the check measure again.
- Cancel - cancelling an order no longer required prior to production or invoicing.
- Copy - Copies the current Quote/ Order to a new one giving it the same number and the next available letter for the revision.
- Copy (New Number) - Copies the current Quote/ Order to a new one giving it a new order number.
- Re-work - Create a copy of the order for required reworked items. The copied order uses the the same number and the next available letter for the revision, say “.B”
- Follow Up - This option is only available after the quote has been Declined and is used to return it to a Follow Up status which was it's status before it was Declined.
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- If you select the box "Quick Quote" you will only need to fill out the Descn part 1,2,3 and the quote can then be added to cart.
- Prior to accepting the order you will need to un-select quick quote and answer all mandatory fields to proceed with the quote.
NOTE: The item appears as a light red/pink colour on your quote, this is so that it is visibly a quick quote item
Expand Order All Lines
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NOTE: When utilising this feature there must be a QTY field column in the group options for the product and the Job Sheet.
Example:
Select the Expand All Lines button →
The page will expand the order to 4 lines allowing these to show in the Job sheet as separate products.
Expand a single order line by selecting → Options → Expand Item.
Bulk Edit Order
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NOTE: When making the update, prices will re calculate based on the products Price Grids and/or Pricing Coefficeient's.
If you change the measurement parameters outside the minimum and maximum of the Group Options you will see the below error and will be unable to save these measurements.
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If you change the measurement parameters outside the minimum and maximum of the Inventory Items (these overwrite any Group Option parameters) you will see the below error and will be unable to save these measurements.
Order Sequence # (Number)
Gives the ability to reorder the products on the order.
Once the order lines are updated and saved the new values will populate. The new order line values will apply in Quotes, Invoices and Job sheets from the lowest to highest numbers.
NOTE: The new order line values will not sort the products in the order screen.
Save Order Item Buttons
At the bottom of the Order Item screen there are 2 buttons Check Price and Update Cart.
Check Price displays all the steps used to calculate the price which is offten a many faceted process. If the price displayed for the item seems wrong and you can't understand why clcking this button may help to understand Customer discounts, main product pricing and option prices. The first time you use this will probably require a call to BUZ Support for help in understanding the information displayed.
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