Creating A Sales Quote/Order

Step 1 - Open The New Sales Quote Popup

Head to the Sales Page via links available on the Left Navigation Bar.

Click on the + New Quote button visible on the top right corner of the page. This will open up the New Sales Quote Popup.

Step 2 - Filter and Select Assets

The first screen on the popup displays an asset selection interface, where user can filter, search and select assets for sale. By default, at least one text filter needs to selected to show assets. Scrolling down loads more search results (if any) as end of list is reached.

Users can only attach one non-attachment asset by default, unless they have permissions to attach more than on non-attachment asset. Users can attach as many attachment assets as required.

Filtered assets show up on the left section of the popup. Assets that appear with yellow colored category names are attachment assets. Attachment assets can also be filtered via the category filter.

An asset can be added to the quote by clicking on an asset, then clicking on the + Add button that shows up on the clicked asset. Selected assets show up on the right section of the popup, and are hidden from the left section.

Selected assets can also be deleted by clicking on the red trash can button on the top right corner of each selected asset.

Sell Price for selected assets can be modified via the Sell Price field visible on each selected asset.

Once required assets are selected, proceed to the next step by clicking on the Next button.

Step 3 - Filter and Select A Customer

The next screen on the Sales Quote Popup displays a customer selection interface, where user can filter, search and select a customer whom the quotation is being generated for. Scrolling down loads more search results (if any) as end of list is reached.

Filtered customers show up on the left section of the popup. Customers highlighted yellow are indicate pending customer validation. Customer highlighted red indicate a banned customer. Quotations cannot be generated for banned customers.

A customer can be selected by clicking on a customer in the left section. The selected customer shows up under the 'Selected Customer' label on the right section of the popup.

Optionally a customer contact can also be provided. A customer contact refers to the default customer contact that will be used for this order. To select a customer contact, click on the 'Customer Contact' drop down visible on the right section of the popup.

If the selected customer has attached contacts, they will appear in the drop down. If the customer has no customers attached, you can attach one by clicking on the + Create A New Contact button visible in the drop down.

Fill in the resultant form and click Submit to attach the contact against the customer. The newly attached contact will now be available for selection in the 'Customer Contact' drop down.

Once required information is selected, proceed to the next step by clicking on the Next button.

Step 4 - Upload Media

The next screen on the Sales Quote Popup displays a media uploading and viewing interface. Media attachment on a sales quote is optional.

To upload media, click on the upload button visible towards the top right corner of the screen to trigger the upload media popup.

Click on the + button visible on the Upload Media Popup, select the files you wish to attach and confirm. Selected files will now be visible on the Upload Media Popup, along with a few input fields relevant to each attached file.

Fill in required fields and click on confirm to attach these files to the new sales quote. Newly attached files will be visible on the Media Section. Once media is attached, proceed to the next step by clicking on the Next button.

Step 5 - Fill In Extra Fee and Order Details

The next screen on the Sales Quote Popup displays an interface to provide miscellaneous details related to the order.

Notes

Orders keep a record of Notes (visible to customers) and Internal Notes (Not visible to the customer). These notes can optionally be provided on the details screen.

Quote Valid Until

This date determines how long this quote will remain valid for reservation. Once the valid until date has passed, the quote will automatically expire and a fresh quotation will be required.

To select a valid until date, click on the field labelled 'Quote Valid Until', and select an expiry date for this quotation.

Customer PO

Purchase order issued by the customer

Fees and Discounts

Customers can also be offered dedicated discounts and fee waivers on orders by users who have relevant permissions. To edit discounts on the quote, simply use the slider under the Fee and Discounts section and use the toggles below to waive off taxes and fees.

Charges Summary

The charges summary section shows an estimate of the quote that will be generated. Changing details in the quote updates this charges summary, and is meant to assist the user in estimating the quotation's cost before creation.

Once details are finalized, click on the Save button to complete the Quote Creation Flow and generate the new quote. Once new quote is created, user is redirected to the newly created quote's Sale Analysis Tab.