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Quoting - Online Quoting & Ordering

Quoting - Online Quoting & Ordering

Click here to watch the video on Quoting & Ordering in BUZ

Overview

Quoting and Ordering a where users can place new quotes or manage existing quotes and orders.

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Quoting and Ordering Dashboard

There are 8 sections to the Sales page

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  1. New Sales Button

  2. Order No Search box

  3. Button to Sales Tables

  4. Calendar Button

  5. Quick search by function

  6. Pending Quotes

  7. Recently Viewed Quotes

  8. View all Quotes and Orders link

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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

Wholesalers receiving orders via Customer users logging directly into BUZ

Customer orders will appear in your "Awaiting action."

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 (Optionsā†’ process)

The following can be sent to customers new to online ordering.

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