CAN YOU MAKE THESE INSTRUCTION EASY TO UNDERSTAND AND MORE PROFESSIONAL ""Quoting

Search for the account quote is under (Can look by keywords on bottom bar or CNTRL F)

Click Sales (Bottom Bar)

Enter Quote

Tab through to next page slowly

Enter in customer reference (PO #, customer name etc)

Change your rep code

Check warehouse is either WH1 or WH101 (Shop)

Enter through

Choose and enter your products accordingly 9.1 Some ways to find products:

Look at the online shop via categories tab
Product handbook
Key words work in pronto such as “flange 304 blind” “pipe welded 316 10s”
Always leave relevant notes (Enter N into new line) eg “EX STK – Subject to prior sales”, “Allow 3-4 Days for cutting”
Enter new line and type Q = QUIT
FINISH – (Never finish and print unless you are 100% sure and have added all information required) Always check delivery details
Go back into Sales – Maintain quotes/orders
Select your quote – press “Edit” on bottom bar
This brings up “Header” tab – select Extra
Maint Options – Despatch Details
Tab down to “Carrier Package Details”
Choose your carrier -> Check price etc (S2N IS THE STANDARD $70)
Check Delivery Address and Instructions (Despatch sees this information)
Check back to “Lines” to make sure charge is showing correctly.
Esc to go back to Maint Quotes/Orders tab
Press “PRINT” on bottom bar (this spools) -> press F5 – Tab through and this sends a PDF to your email.
Esc and your done! USEFUL TIPS
Bottom bar you can select “Correct” to change line order, price, notes etc
“Full Stock” is similar to F2 button, you can search balances, previous prices and customer sales history by part number
“Remove” deletes the line"