Click here to watch the video on Quoting & Ordering in BUZ
Overview
Quoting has many aspects to:
- Collect details of the products the customer wants a price for.
- Collect details about the job overall.
- Printing in multiple formats detailed or not so detailed information about those products.
- Sales Representative discounts available.
- Current promotional discounts.
- Deposit collection with rules.
- Look at production and installation capacities.
- Copy quote/ order should a similiar quote be require with say a different fabric.
- History of activities against the quote/ order.
- Process an order adding entries into Job Tracking (Production) and Delivery (Installations).
- Print Job Sheets and Barcode Labels. These can also be printed from Job Tracking.
On this page:
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Quoting and Ordering Dashboard
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and Ordering a where users can place new quotes or manage existing quotes and orders.
Quoting and Ordering Dashboard
There are 8 sections to the Sales page
New Sales Button
Order No Search box
Button to Sales Tables
Calendar Button
Quick search by function
Pending Quotes
Recently Viewed Quotes
View all Quotes and Orders link
Description | |
Quotes | Pending Not yet Accepted |
Awaiting Action | Accepted waiting to be processed (or check measured) |
Awaiting Approval | Awaiting deposit, discount or credit approval |
Work in Progress | Anything WIP not yet completed. Meaning it has been accepted, processed and approved and not yet invoiced |
Information for new online wholesale customers
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Customer orders will appear in your "Awaiting action."
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Within your list shown below, your reference will include your customers order number from their BUZ.
The status will be set to "won" and you will need to process the order (Options→ process)
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The following can be sent to customers new to online ordering.
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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.
Width Restrictions
The maximum width, height and depth are managed in the following ways:
- On the Inventory Item if a width has been set then this is treated as the maximum width the blind can be made in with the fabric.
- Use Range data type in Layouts to set 2 levels note recommended and not available each with a specific message.
- When a price grid is used to get the price and the size returns $0 then it cannot be ordered.
Check how the price is calculated
When on the entering details for an item (Product Catalogue page) to find out the price before adding the item to cart click Check Price.
After clicking Check Price the Show Process button appears, clicking this displays the price calculation in a step by step list.
On the Quote summary screen the price will appear in the below columns
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Cancelling an Order
To cancel an Order that has been Processed.
- All Job Tracking entries must be cancelled. This is to ensure that Production or Supplier is notified of the cancellation and that it is appropriate to accept the customer's cancellation.
- The Despatch entries such as Check Measure and Installation must be cancelled. This is to confirm any installation planing is cancelled.
- Any receipts must be removed. Click on receipt number to access receipt and Options then see Edit or Remove a Receipt from an Order to remove the receipt.
Reviewing the History of the Quote and adding notes to the history.
To view the quotes history click the Show History button and a list will drop down.
To add a note to the list click + Add Note type the note in the popup and Save.
The most recent history entry always shows in the area just above the buttons.
Edit or Remove a Receipt from an Order
Open the quote at the Summary page the receipt appears under the quote total, in brackets is the receipt number, click on the receipt number to open the receipt in Banking. To the right near the top is Option button click it and 2 options dropdown Remove and Redo or Edit.
Remove and Redo - This deletes a receipt from BUZ. A popup asks confirmation the receipt is to be removed, once confirmed new receipt page opens. NOTE removing the receipt needs to be entered into the accounting system manually the interface does not deal with this.
Edit - This opens the Receive Money page with the details of the receipt and the order for editing.