To add the Quotes module to your Fast-Weigh 10 package, contact us: firstname.lastname@example.org
Add a quote by clicking the [+ New Quote ] button.
This will bring you to the Edit Quote screen, where you may enter the Project (if any), Description, Region, Customer, etc.
Click SAVE, and then you will be able to add Products and edit pricing, freight rate, surcharge, etc. Adding products to quotes is very similar to adding products to your orders.
Clicking the Note & Documents tab will allow you to add any internal notes or upload files to use for reference. Attached files are viewable from the Quote Setup screen only, but your Notes field can be mapped to a custom report if required.
Manage your Quotes by marking them as Awarded, Pending, or Rejected.
Quotes can be awarded and automatically converted into Orders to eliminate any accidental re-entry of order and pricing information. Quotes can also be printed and emailed to customers - go to Quotes >> Quotes to revisit the quotes list and click the Print button next to the desired quote.
This will download a PDF file to your computer.
Multiple Quotes can also be grouped into Projects. Click here to learn more about Projects.