# Create a quote manually

Creating a quote manually allows you to personalize quotes for your customers while utilizing tailored customer and product settings. Follow the steps below to create a quote:

### 1. **Access the Create Quote Page**

* Navigate to the **Quote List** page.
* Click on the **Create A Quote** button to begin.

<figure><img src="/files/WyDy7yOZAlWLl50CIDSd" alt=""><figcaption></figcaption></figure>

### 2. **Quote Information**

#### **A. Customer Selection**

A customer must be selected or created to proceed.

1. **Select an Existing Customer**
   * The system automatically displays a list of existing customers from your store.
   * Customer details, such as contact information and shipping address, are automatically populated.
   * Select a customer from this list to associate with the quote.

<figure><img src="/files/n4aQzpp6RaeBHJiVEZKv" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/mEb7SqHNevHnITGp6kDz" alt=""><figcaption></figcaption></figure>

1. **Create a New Customer**
   * You can create a customer in one of the following formats:
     * **B2B Customer**:
       * Requires detailed information, including:
         * **Contact Information**
         * **Shipping Address**
         * Additional fields such as:
           * Billing Address
           * Location
           * Payment Terms
           * Catalog
   * **DTC Customer**:
     * Requires basic information, including:
       * **Contact Information**
       * **Shipping Address**

<figure><img src="/files/lJZKdAi4Z8J19E7BvYnk" alt=""><figcaption></figcaption></figure>

#### **B. Product Selection**

Add products to the quote based on customer type.

1. **For DTC Customers**
   * Choose products directly from your store’s inventory.
2. **For B2B Customers**
   * Select products from specific catalogs or locations.
   * Apply price rules and quantity breaks relevant to the quote.
3. **Bulk Product Import**
   * Expedite the process by importing product details via an Excel file.

<figure><img src="/files/LGho6VANhm4eKfNRUBSz" alt=""><figcaption></figcaption></figure>

#### **C. Payment Details**

Customize payment-related settings:

* Add **discounts** to include specific price reductions.
* Add **shipping fees** to incorporate delivery charges.

<figure><img src="/files/t1WsLnj43pWCH9avjZ6m" alt=""><figcaption></figcaption></figure>

### 3. **Finalizing the Quote**

* Once the quote is created, the system will automatically redirect you back to the **Submission List** page.

By following these steps, you can efficiently create personalized quotes for both DTC and B2B customers, ensuring an organized workflow.


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