Fast-Weigh 10 Help Center | TAC Insight

Using Quotes

The Quotes module is an optional add-on that allows you to build quotes for customers, prospects, and projects.

To add the Quotes module to your Fast-Weigh 10 package, contact us: support@tacinsight.com

quotes

 

Add a quote by clicking the [+ New Quote ] button.

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This will bring you to the Edit Quote screen, where you may enter the Project (if any), Description, Region, Customer, etc.

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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.

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Notes & Documents

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.

  • Note: Documents cannot be attached to a Quote once it has been Awarded (see below).

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Manage your Quotes by marking them as Awarded, Pending, or Rejected.

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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. 

Quote Print

This will download a PDF file to your computer.

Multiple Quotes can also be grouped into Projects.  Click here to learn more about Projects.