How to Create and Manage Quotes

This article covers how to manage, edit and create quotes.

 

1. From the Manager Dashboard click on Manage Quotes

2. To edit or email a quote click on the Actions tab

NOTE: Completed orders cannot be edited

3. To create a new quote, click on Create New Quote

4. Choose the pricelist that the order will be placed from

5. Search for an existing user by email address or phone number. When found click on Select User

6. To create a new user click on New User, fill in the fields, and click on Create User

7. Choose the fulfillment method

8. If a delivery order you may add delivery instructions

9. Click on Select Location next to the location the order will be prepared from

10. Enter the fulfillment date and time and then click on Next

11. You can now add items to the order by using the search bar or scrolling through the item list and clicking on Add

12. To add custom items click on Add Custom Items

13. Fill out the fields and Save

14. Click on the Past Orders tab to view previous orders

15. When done adding items click on Cart

16. Review the items in the cart and click on Checkout

17. Review the order details and click on Create Quote

18. The quote will be created and can be edited if necessary

19. An email will be sent to the customer with the quote details

20. The customer can approve and place the order using the link from the email or you may click on Proceed To Place Order to continue to collect payment

21. Select the payment method or click on Add New Payment Method

22. Click on Place Order to complete the order