Creating a Quote
Uploading an order as a quote in Inzant Sales allows you to complete the sales process with the customer, whilst not committing to the order at that time. You can come back and edit the quote at a later time and submit it as an actual order when the customer provides their approval (here is a guide on submitting approved quotes as orders).
To submit a quote you create an order for a retailer as you normally would.
On the completion of the quote/order you may want to email the customer a PDF version of the quote, here is a quick guide on that process. Once you are finished, tap on the upload to the cloud icon.
On this pop up you can;
- Submit the order as a Quote by Tapping 'Quote'
- Capture a Customer Reference Number (Not required)
- Capture a Customer Signature (Not required)
When you have completed this step Tap the 'Submit" button
The quote is now complete, to upload to the cloud tap on the 'Complete and Upload' button on the interaction.
If you'd like to do additional orders, tasks or capture a journal entry whilst in the same call, feel free to complete all of these on the same interaction, and tap the 'Complete and Upload' at the end of a call.
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