Click here to watch the video on Quoting & Ordering in BUZ
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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. Usually used mainly by wholesalers when they receive and order from their retailer.
- 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
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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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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
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| Column | Description | Note |
|---|---|---|
| Cost | Cost/Wholesale price | |
| Price | RRP | (Includes the tax rate/GST setup on inventory item) |
| Item Amount | Price after Discount | (RRP - Discount %) |
| Amount | Total Price with all options included |
Create follow ups
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To create a pre book, on your quote summary screen select
- Options
- Create Pre-book
This then creates an entry within Dispatch with a status of "Unconfirmed" and a dispatch type of "Pre-Book".
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Credit notes are created once the order has been completed/invoiced, On completion you have the option to apply credit
Options-> Apply Credit
The credit note is then created, You can amend the credit amount if needed
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Once the credit note has been accepted the statement will show the original order value minus the credit note amount
