Click here to watch the video on Quoting & Ordering in BUZ
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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.
See below example
- Select the status quote on the RHS
- Select from the drop down list of statuses.
The statuses can be setup in sales settings → Lead Status & Order Status
Adding items to existing Quotes
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2. +Add Item button → this will take you to the Product categories screen → add the items as required
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
Want to remove copied or lost quotes from pending? Open the quote in sales, current status is "quote" click on declined on the left-hand side, the status of the quote will update to declined.
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There are several functions that can be accessed from the Options button and these change based on the status of the Quote/ Order.
- 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.
Width Restrictions
The maximum width, height and depth are managed in the following ways:
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| Column | Description | Note |
|---|---|---|
| Cost | Cost/Wholesale price | |
| Price | RRP | (Includes the tax rate/GST setup on inventory item) |
| Item Amount | Price after Discount | (RRP - Discount %) |
| Amount | Total Price with all options included |
Create Pre-books
Pre-books allow you to allocate an appointment to an installer prior to the quote being accepted.
To create a pre book, on your quote summary screen select
- Options
- Create Pre-book
This then creates an entry within Dispatch with a status of "Unconfirmed" and a dispatch type of "Pre-Book".
See this link for more information on Dispatch > Dispatch you will need to have a dispatch type of "Pre-book" setup > Dispatch Type
Note: Once the quote is accepted you can no longer create a pre-book
Cancelling an Order
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