Here is a guide to quickly and easily create a quotation in the DB platform.
Sometimes you will need to send out a quote before putting together a sales order. It is easy to do so. First, in ERP, go to Sales > Quotation Management.
On the quotation list, click Add.
While in Add mode, add the Customer #, the Quotation Date, the Estimated Ship Date, and any other information required in the General section. Click Show More to see additional fields in the General section.
Here is the expanded view of the General section:
Now, let's look at the tabs below. Bear in mind, these are the same as a regular S/O.
Lines
Lines is where you will enter what items are in the quote using one of three options: Style Master, one by one, or pasting from Excel.
First, you can use the Style Master to add items.
In the Inventory Matrix, enter the Style you are looking for and select a WHSE # (Warehouse). All children Sub-Styles and SKUs will appear, and you can go through and enter the quantity for each item you'd like to add to the quote. When you are done, click Apply and all of the SKUs will appear on the right-hand side. When you click Close, you'll see everything has been added to the quote.
Please watch this video with no audio. Note: this video is from a Sales Order but it is the exact same process.
The second option would be to add the items one line at a time. Enter the SKU, press the Tab key, and wait for the rest of the information to populate (Price, etc.). Enter the quantity of items being ordered on this quote under Order (if you are using case packs, it will be Order UT). To see more product information, click the plus sign next to the SKU.
This view shows you more details, including an image of the item. Click the minus sign to collapse the row.
If you want to enter a Prepack SKU, there are additional instructions on how to do so here (scroll to Sales Order - same instructions for quotations).
If you want to enter an order for a Case Pack, there are additional instructions on how to do so here (these instructions apply for both sales orders and quotations).
The third and final option would be by pasting from Excel. Here is a guide on how to do this: How do I use the Paste from Excel tool for bulk data entry?
Notes & Summary
At the very bottom you will see the Notes and Summary sections. Add any notes you want and click Show More to see more fields.
Everything in the box will appear. To collapse your view to what it was before, click Show Less.
Addresses
Addresses tab will show you the primary Shipping and Billing addresses for the customer.
Sales Reps
The Sales Reps tab shows you the sales representatives associated with this customer and their Commission %.
Activity
The Activity tab will show you the lifecycle of the Quotation and all related items: Sales Order, Invoice, Shipment, Fulfillment, etc. In Add mode this will be empty because you're starting at the beginning. But when viewing an existing quotation, the related items will appear depending on where you are in the workflow.
Custom Attributes
Custom Attributes is where you can assign pre-set attributes that were created during onboarding.
Details and Product Sales Sidebar
The details and product sales panel will show you customer and product information.
When you have finished entering in all of the information for this quotation, click Save.
Click Yes.
The Quotation # will automatically populate.
To print a quotation document, from the management screen, click Reports > Print Report. This will download the quotation as a PDF.
Once your quotation is done, you'll want to approve it and turn it into a proper sales order.