Open quotation Select quotes for a quotation See
- Slides: 14
Open quotation Select quotes for a quotation
See old quotes and make new Click on link to see quote details Click to create a new quote
st 1 part of quote Click on link to go directly to category in quote Dates follow up
2 e part of quote Net Price. You can edit the client’s customer price, only this price will be visible for the client.
Quote summary Total for each product category in this quote
1 - Choose the pump specifications 2 - Select desired pump from list 3 - Enter a tag and quantity for this pump Insert new pumps 4 - Click add to quote #, to finalize and add pump to quote } 1 2 3 3 4 To show the specification of the pump
Insert new items You can search by the Flo. Fab fabrication number or by the description product. It is also possible to search items by category. After you make your choice, enter the needed quantity and click on the add button
Insert new tanks } You could select your tank by model or by specifications. After entering specs, click on the find button. Select the tank model and the tank option (s) you need. Enter a tag and the quantity. Click here to add this tank to your quote.
Quote Dates Date quote was created Date quote became an official order Minimum delivery date is 8 weeks after the quote becomes an order
Sales rep view Set your client’s price. Go to client’s view.
Client customer view Click here to see quote in table view. Note this is the price you entered in client customer price and no other price is shown.
Quote table view options Wich categories to show Wich details to show Insert text here to customize your header. Tick to sow client’s customer price. Select desired sequence. Click submit button.
Quote Table View P 1
Quote Table View P 2
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