Creating a Quote

Creating a Quote

A quote can be entered for a customer or prospective customer that holds product pricing to a specific date. 

To create a quick quote;

  1. (optional) add a customer and quote details in left panel
  2. Add line items and update pricing, if necessary
  3. Add line item notes or quote comments
  4. Email or print for the customer 
Interactive Demo: Creating a Quote

The quote can be converted into a work order for all or a select number of the lines items.  The quote will close when all line items and quantities have been converted to a work order,  line item pending quantities (see below) have been cancelled, or manually closed.


Top Bar Quote Functionality



The  status shows the current status of the event.  When creating a quote it will show as open.  Depending on the user's privileges, the other stages will be cancelled, on hold, close, and archive.

Activity will show the various activities on the quote and future events.  Above it shows 2, the first one is for creating the quote and the second is a activity note that was added.  The number will increase as activities are added. 

Related Files  can be added to the quote, such as drawings, photos, customer notes from an electronic document, etc.
 
Notes can be added to the quote to keep track of anything related to the quote creation.  An activity could reference the notes section where more information is provided.  
 
Lineage will show the flow of the linked events.  A new quote will only show one box representing the quote, but when events are creating from the quote the lineage will grow.


New will create a new quote without going back to the quote list screen. 

Whenever the Save button appears green it means the quote will need to be saved.  When editing line items the quote is automatically saved, but when making edits in the left panel the save icon will appear green noting to save the event.

A Comment can be added to the quote and other event documents that are linked to the quote.  Preset comments can be selected from a list and added (and edited) as comments to the quote.  The preset comments are set up in the settings   .  When a comment is added to an event the comment icon will turn green.  Comments will be added to the quote PDF.

Preview , Email , and Download will generate a PDF of the quote to email, print, or download for the customer. 

The down chevron  at the far right is a menu;
  1. Worksheet - the worksheet view can be exported to excel to work on order pricing  
  2. Save as New Version - creates a new version of the quote
  3. Cancel Pending Quantity - cancel pending quantities will set pending line item quantities to 0 and close the quote
  4. Copy Quote - the quote can be copied with  all or just some line items 
  5. Copy Quote (New Company) - the quote can be copied to a different with all or just some line items
  

    • Related Articles

    • Quote to Cash Process

      The Quote to Cash process in Sandbox is customizable. Other internal steps may be added for pricing, contracts, and approval, but this is how the base process flows which will provide your organization with the understanding to develop your own full ...

    • Creating a Work/Sales Order

      A work/sales order can be created at this stage or converted from a quote. Non inventory, or out of stock product can be procured from a work order and a tie will be established between the events. To create a quick sales order; Click on Create Work ...

    • Quote List

      The "Quote List" screen allows you to easily find and navigate to Quotes.  Let's familiarize you with the functionality of the screen. "Create Quote" - Click this button to create a new Quote, from scratch. The "Open - Closed - On Hold - Cancelled - ...

    • Creating General Transactions

      Creating General Transactions Create new template In the left menu click “Finance” and select “Transaction”. A “Create Custom Transaction” window will open. Fill “Actual Date” and “Name” fields and enter as many entries as you want. You can choose to ...

    • Creating a Purchase Order

      Supplier Purchase Orders can be created by three different methods; direct entry from Purchase Order screen from a Work Order where at least one line item is set to source from purchase through Inventory Replenishment These are the steps to create a ...