How to create a Sales Quote

Modified on Wed, 16 Apr at 3:07 PM




Sales Quotes




Creating a Sales Quote


1. Add Items to your cart as you would when placing a new order

2. Navigate to your cart when you are done adding items

    2.2 Click 'Save & Send Quote'

3. After submission you will see a confirmation notification and receive and email with the attached quote


Notes & Guidelines


1. Emails are only sent to the user / rep creating the quote

2. Quotes work like saved orders, they will affect the quantity available but only processed orders will be eligible for allocation in the warehouse.

3. Quotes are only valid for 14 days, there after they are automatically cancelled if not processed

4. The Quote pdf document includes freight in the total calculations.






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