Leveraging product information in the catalog (Sales)
Creating a Quote through Catalog
Instead of needing to go to left menu button > Accounts > picking the Retailer and the Category the Quote is for, and then clicking on the “Quotes” tab on the top, you can create a Quote with a few simple clicks right in the Product Catalog.
To do this:
- Go to left menu button > Catalog
- Search, filter, and choose the products you wish to Quote.
- Then click the "Sell" button located at the top right of the page, then "Create Quote".
- Define the Customer, Freight Terms, and a Quote Name, and then click "Create Quote" in the pop-up that has appeared.
- This will then take you to draft Quote page where you can define additional details regarding price, quantity, and cases.
- Then click "Send Quote" and your customer will receive the Quote on their end. If your Customer is "Unlinked", the pop-up will ask you for the email addresses to send the Quote to, and once you click "Send Quote" those Customers will receive the notification through their email.
- For further details about creating Quotes through your Customer's Quotes tab click here.
