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Creating a Quote

To create a quote for an existing contact, go to 'Marketing'>'Customer Relationship Manager', locate the customer and click on the icon in the 'Qte' column below.

 

To create a quote for a customer not currently on your Sellr Customer relationship manager (CRM), click 'Manage'>'Sales' and click on the 'Create a Quote' button.

 

You can now select the items for the quote.

Click on the basket item in the 'Action' field to add one item, or enter the quantity in the box next to the basket.

You can also enter a different per-item price in the 'special' field if required. In this way, you can quote customers with completely different prices than you normally sell at.

If you are quoting for an item which is not on the system, then click on the 'Custom Item' link.

Enter the name of the item in the 'custom item' field. Then the quantity, price and tax.

If the item is a physical tangible item, then ensure that tangible is set to 'Yes' then click on 'Add to Quote'

Once you have added all the required items, proceed to the checkout where you will need to enter the customer's details, if you are not using a preselected contact. There are also a number of options you can select:

 

Finally, click on the 'Generate Quote' button.

 

The quote will then appear on the 'Manage'>'Sales' page with the icon below:

When you want the customer to pay the quote, then select the quote using the 'select' checkbox, then select 'Generate Invoice for Quote or Pro Forma' from the drop-down list in the bottom right of the Sales Manager, then click on 'Go' this will generate the invoice for the customer to pay.

You can manually set the invoice to Paid by selecting it and setting to 'Paid' using the same drop down list of options.

Selecting the 'Pro Forma' option in the 'Order type' drop down on the sales manager will show all the Pro Forma's in the selected time range and their associated documents (invoices).

The Pro-Forma will then appear on the 'Manage'/'Sales' page with the icon below.

When you want the customer to pay the quote, select the quote using the 'select' checkbox, then select 'Generate Invoice for Quote or Pro Forma' from the drop-down list in the bottom right of the Sales Manager, then click on 'Go' this will generate the invoice for the customer to pay.

You can manually set the invoice to Paid by selecting it and setting to 'Paid' using the same drop down list of options.

Selecting the 'Quotes' option in the 'Order type' drop down on the sales manager will show all the Quotes in the selected time range and their associated documents (invoices).

This quote is not paid (as it is shown with a red icon on the left) and has a corresponding unpaid invoice.

 

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