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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Note: Once the quote is accepted you can no longer create a pre-book
Applying Discounts
How to apply a discount to the order.
You can change the value of an order to add a one off discount to the quote total. Add the new discounted total amount in the Total box → then hit the apply button.
How are discounts applied?
When applying a discount the discount is calculated off the "Amount" (After the customer discount is applied)
The discount is divided over the items on the order that allow a discount to be applied.
If an Inv group has a higher maximum discount compared to the other Inv groups on the order the discount is divided accordingly
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If the Max discount (10% and 25%) is exceeded BUZ will allocate the additional discount evenly over the items on the order & the quote will require discount approval before proceeding through the workflow.
Adding items after discount has been applied
If items are added to the order after the order has been discounted, the system re calculates the discount applied and discounts the item added
How to bring back a Quote that was previously set to Declined
When it desired to bring a quote that has been declined back the first step is to set it back to being a quote which is when it has a Follow Up status.
Load the quote then click the Options button on the right side, there will be an option Follow Up select this. The quote is able to be edited and Accepted.
NB: A quote cannot be set to follow up by a sales rep user
Attaching files
To attach files click on Attached Files located on right above Discount box then click Select File halfway down page on left.
Select the file you want to upload, click Upload. Click X after file name to remove a file from the upload list.
Note the file name must not contain “,” because it allows to upload multiple files.
Want to add comments onto your image prior to attaching?
Take a photo on an iPad/tablet use an app to draw and save the image and attach it to the quote by clicking Attached Files on right above discount box.
Note: You can also add an option to the product configuration to upload a picture.
Cancelling an Order
To cancel an Order that has been Processed.
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