The following video discusses creating, editing, and managing quotes effectively in the Point of Sale system. It examines accessing the quote section, setting up the quote, adding items to a quote, miscellaneous items, saving and editing the quote, sharing, printing and sending the quote and reviewing the quote.
Creating and Editing Quotes
Key Steps:
Accessing the Quote Section:
Click on the menu option.
Navigate to the Point of Sale section and select "Quote."
Creating a New Quote:
Select the location.
Choose the customer (build to and ship to).
Enter quote information like job name, permit number, and expiration date.
Add items by searching for them and selecting.
Include miscellaneous items like delivery charges if needed.
Save the quote.
Editing a Quote:
Click on the editable fields (marked with a diamond).
Make necessary changes to descriptions, prices, quantities, etc.
Save the quote to capture changes.
Access the history to view all modifications made.
Printing and Sharing a Quote:
Click on "Share and Print."
Choose options like including model numbers, price, brochures, documents, and rebates.
Select print notes and printout style.
Customize email body and address if emailing the quote.
Print or share the quote as needed.
Cautionary Notes:
Ensure accurate customer information is entered.
Double-check changes made to quotes before saving.
Be cautious when deleting line items as it cannot be undone.
Tips for Efficiency:
Utilize the history feature to track all modifications made to quotes.
Familiarize yourself with different printout styles to choose the most suitable one.
Save quotes periodically to avoid losing any changes made during the editing process.