Set up a Product

Product set up is part of the process of creating a quote.

After adding a contact, creating quote and adding products, you will need to set up (configure) the product for your client.

Open the quote and click Set up for the target product.

Then click Edit to configure the product for your client.

1. • Colors and sizes | Quantity
     
     
     
     Click in the fields to configure the product to match your client's need. Click Add colors and sizes to configure additional quantities of the same product.
     
     
   • Decoration
     Enter the information from your product search. This is where you will use that tab you duplicated earlier.
     
     Decoration information is manually entered.
     
     
     
     
   • Pricing
     Net cost pricing is automatically populated. Manually enter either Retail cost or Margin. The Total cost to your client is automatically calculated using this information.
     
     You can also enter custom charges for packaging, shipping, product decoration setup, etc.
     
     
     
     
     
     When you are finished configuring the product, scroll to the top of the page and click Save to return to the quote.
     
     
     
     

Updated June 05, 2023 02:57