In this video, I walk you through the process of creating quotes for customers in our system. Starting with choosing a customer, setting payment terms, and adding items with specific quantities and prices. I explain how to add notes, custom fields, and additional fees to the quote. Finally, I show you how to save, send, and manage the quote efficiently.
Video Transcript
0:02 If you start your sales process with quotes, you can manage those here in the Quotes tab. To create a quote, you select the Create Quote button on the top right, and you select a customer that you'd like to create a quote for.
0:13 If the customer doesn't exist in your system, you can click Create Customer to quick create a company. Once you select a customer, you can select a primary contact, select any payment terms for this quote if you decide to turn it into a sales order, and select the shipping and billing address.
0:31 Here you can see the quote date and set an expiration date. The default is a week, but you can change this if you want it to maybe a week and a half after.
0:39 And you can put a quote reference number or PO number if needed. For the quote, if you want to add a few items to it, you can select on browse items, select any items that you want to quote, and see those appear here in the list.
0:53 You can set specific quantities for these. Let's say you want to do 125.50 and let's do 17. And you can see the default unit prices being brought in from the item detail screen.
1:06 Here for the smartphone case screen, you see the 245 listed in the unit price. When we open that detail screen, we can see that is the default sales price.
1:15 Any items that don't have a default sales price set, like this polypropylene parts blue, set at zero, you won't see anything being brought in.
1:24 So you can come in here and maybe do this on a quote-by-quote basis, if that's how this item works for your system.
1:30 We'll select unit prices here, and we can also, uh, say if we have any price breaks, we can toggle this on to add different price breaks.
1:37 So let's say that it's $10 for a hundred, but you want to give a discount if they order a thousand, maybe it's $8 per.
1:43 Then you can add that by clicking the add price break here. In this case, we'll shut this off. Once we have all of our items quoted and added, we can then add a note to the customer.
1:53 Set an internal note for our team or tag or mark any custom fields to this quote that we want. If they're shipping a delivery or estimated tax that we want to include on here or a custom payment adjustment, let's say there's duties, insurance and other fees, surcharge, rush, whatever that is.
2:10 You can add those here as well as part of that quote. Once you have the quote ready to go, you can save this draft, you can save and send, or you can just create the quote without sending an email to your customer.
2:23 Once that quote has been created, you'll see it appear here in the list and you can then go and manage this quote.
2:29 By clicking on the quote detail screen, seeing all of that information, and then seeing if you need to convert this to a sales order, maybe you've heard from your customer and they've accepted, in which case, you can click on convert to sales order, view sales order, and now see that that order has been
2:46 created. Once that order is created, you can do anything with everything that you do on other sales orders, like create and make jobs for this sales order, so that you can manage that production and ship it to your customer, adjust payment statuses, and more.
2:59 That's how you manage quotes in Digit.