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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Ability to bulk edit Width & Height/Drop fields only, other integer fields need to be updated manually (eg: track width, pelmet, hood/head boxes).
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.
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.
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*Nb Check dispatch date allows you to see the next available dispatch date for install/delivery
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Create Pre-books
Pre-books allow you to allocate an appointment to an installer prior to the quote being accepted.
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