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
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.
Special Tax such as Overseas (Export) Orders
On the first page of Quoting, top right, is a dropdown that a special tax rate for this order which overrides the product's tax setting. To utilise this an appropriate Tax Code, such as Export NZ, needs to have been setup see Tax Rates.
Cancelling/Declining a 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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