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.

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.

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

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.

C. Payment Details

Customize payment-related settings:

• Add discounts to include specific price reductions.

• Add shipping fees to incorporate delivery charges.

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.