Creating a New Quote

Owned by Allison Derome (Unlicensed)
Last updated: Sept 04, 2019
3 min read

On this page:

Creating a New Quote

A new Quote can be initiated from:

  1. The Lead Schedule button.

  2. The Sales Rep's Calendar.

  3. The Quoting & Ordering Dashboard

  4. The Main Dashboard

  5. The Customer Card

  6. An Existing Quote → Copy Feature
  7. 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 → 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)
  • Right click on the Lead and Select Open to check the Customer Card then select Start New Quote

  • or Double 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 Card + 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

  • Your Date, Branch, Sales Representative, Tax and Customer will automatically be populated, these can be edited if required
  • Type in a Reference and the select Next
  • Select the Product you want and answer the Product Questions