Click here to watch the video on Quoting & Ordering in BUZ
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2. +Add Item button → this will take you to the Product categories screen → add the items as required
Copying Quotes/Orders
You now have 2 options when copying a quote or order
Copy → Will copy the quote/order using the same order number with the next available letter
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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Move a Quote to Another Customer
From the Quote Summary page, after the customer name on the left is an Edit link and by clicking that it take you to the first page of Quote Entry where the Customer can be changed.
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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.
Quick Quote
Quick quote allows you to add quote to cart without filling in the mandatory fields.
- 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
When creating an order with multiple product quantities expand these to separate lines on the order.
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.
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Bulk Edit Order
Ability to bulk edit Width & Height/Drop fields only, other integer fields need to be updated manually (eg: track width, pelmet, hood/head boxes).
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