Click here to watch the video on Quoting & Ordering in BUZ
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Creating a New Quote
A new Quote can be initiated from:
The Lead Schedule button.
The Sales Rep's Calendar.
The Quoting & Ordering Dashboard
The Main Dashboard
The Customer Card
- An Existing Quote → Copy Feature
- An existing Quote
To Create a Quote from the Lead Schedule button.
- Click the down arrow at the right hand end of the button and select Start New Quote.
To Create a Quote from a Sales Rep's Calendar open BUZ OnDemand -> Calendar
- Select the Rep Calendar you want to create a Lead from (if you are the Rep only your calendar will appear and will default to day view)
- Click on the Lead and Select Open to check the Customer Card then select Start New Quote
- or Simply click on the Lead and Select Start New Quote
- Type in a Reference and the select Next
- Select the Product you want and answer the Product Questions
From the Dashboards & Customer Contact
- Quoting & Ordering click + New Sale at top left
- From the Main Dashboard click + New Sale at top right
- From the Customer + New Sale at top right
From an Existing Quote → Copy Feature
- Click the Option button at top left
- Select Copy a popup asks to confirm copy action
- Original quote is displayed with Check-boxes at the left of each line, tick the lines to be copied.
- At the bottom left is the Save new quote button (you may need to scroll down) and in brackets it shows the number of lines to be copied. Click this button when the desired lines to copy are selected.
- The quote is saved with the same quote number but with the next available letter and the edit line items page opens, from here the items can be edited, additional items added or even item removed.
- Finalize order as usual.
NOTE: If the purpose of the copy is to split a quote you will need to return to the original quote and delete the lines that were copied.
From an Existing Quote
- Click on the link Start New Quote
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Multiple Quote statuses
You can have multiple quote statuses setup with the same function. This allows you to quote and go through a process of statuses as required prior to accepting the quote.
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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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