Quotes

To create a Quote

1. Go to the Contacts list.
   
   
2. Select the contact for whom you would like to create a quote.
   
   
3. Select an existing project from the list in the Projects tab, or Create a project. and select Quote.
   
   
   
4. Scroll down to the Products section and click Add product to open the What are you looking for? screen:
   
   
   
   
5. From here, you can search for products using keywords, categories, vendors or a price range.
   
   The Vendors (suppliers) listed in the drop-down indicate vendors who offer special pricing through Orders. To order a product from an outside supplier, click Manually add a product.
   
   Click Apply to search within the parameters you set.
   
   
   
   
6. You will see basic product information from the product search. Click on any product to view more detailed information from the supplier, including decoration options, inventory and pricing for the selected product. 
   
   
   
   
   
   Under Pricing, the Blank price is the price for no decoration; Decorated is the price for personalization.
   
   
   
   Make note of product decoration information so you can accurately configure the product in the quote. You might want to duplicate the product search tab in a separate tab to use later. To duplicate the tab, right click on the tab, then select Duplicate tab.
   
   
   
   
7. Click Add to Quote to add the product to the quote. A popup message will appear. Click View quote to go back to your quote to set pricing. You can also click Back to quote #xx-x at the top of the screen.
   
   
   
   
8. From the quote, click Set up.
   
   
   
   
9. Then click Edit to configure the product for your client.
   
   
   
   
   • 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.
     
     
     
     
     
     
10. When you are finished configuring the product, scroll to the top of the page and click Save to return to the quote.
    
    
    
    You will have the opportunity to change product configuration during the purchase order process if necessary.
    
    
11. Click Preview to see the client view of your quote.
    
    
    
    
12. From the client view, click Share.
    
    If you have a Nexxus address that matches the shipping address, you are presented with the option to calculate tax, or continue without calculating.
    
    
    
    If you choose to calculate, taxes for the quote are calculated and will appear on the quote.
    
    
13. Regardless of which option you choose, you are presented with the option to share the quote. In this example, taxes are calculated.
    
    
    
    
14. After creating the quote, you are ready to Share the quote with your client. Communications with your client take place outside of the Orders platform but can be tracked in platform using Tasks.
     
15. Click Share Quote to access a link to the quote that you can share with your client.
    
    
    
    
16. Click Copy link and paste the link into a message to your client.
    
    From here you can set up Tasks to remind yourself to follow up with your client and obtain approval for the quote.
    
    After you obtain approval from your client, you are ready to create a purchase order.

Return to a Quote

To return to a quote, return to the contacts' main page, open the project, and then open the quote to display the Quote details page.

Quote details page

1	Quote status: Quote status' are manually updated. Click the drop-down to select a status.
2	More actions: Click the More actions drop-down to calculate or clear sales tax on the quote, or to delete the quote.
3	Preview: Click Preview to see what your client will receive when you share the quote link.  From this screen you can access the More actions drip-down functions, or click the Share button in the upper right corner to access a share link for the quote.
4	Save: Click Save to apply any changes you have made to the quote.
5	Quote details: This field shows the shipping details that were entered when the quote was created.
6	Quote summary: The Quote summary itemized the important details about the quote.
7	Products: This field contains links to products ordered from different suppliers for this quote.
8	Add product: Click the drop-down on the Add product button to open a product search or to manually add a product.
9	Supplier tabs: Click on the different tabs to access product information for items ordered from different suppliers.
10	Set up: Click Set up to configure the product, or to change the configuration set when the quote was created.
11	Create purchase order: Click here to create a PO for the supplier. See Create a Purchase Order.

Updated February 02, 2024 17:05