Quote Request

Processing a Quote Request

Quotes adds a new section under the order management menu as shown below.

To access the quote department click:

Main Menu → Operations → Order Management → Quote Requests

The pending quote requests will be displayed in a list. Click on the quote request ID as shown below.

When the quote request comes up the screen will look like this:

Notice that it will tell you the quote ID and the time the quote was requested at the top of the page. The first thing you want to do is adjust the pricing on the quote using the Edit Customer and Edit Items buttons at the top of the page. After you have adjusted the order to provide discounts you can chose one of the options at the bottom.

You can send the customer the finalized quote by clicking the Send button. The optional expiration field allows you to restrict how long this pricing is good for.

If the customer has already given a purchase order for the quote then you can quickly turn the quote into a purchase order by entering the purchase order number into the field and clicking the convert button.

A reject button is also provided to get rid of the quote request if it is not something the merchant wants to respond to.

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