on - edited on by
FLPomeroy
In ChannelOnline, all sales orders begin as a sales quote.
To create a quote:
From the "Accounts" tab, select an account. At the Account page, create a quote from either the "Account Actions" module or from the "Create Quote" button at the bottom of the page.
Creating the quote from the account populates field information associated with that account. Changes can be made by filling in new data, selecting dropdown choices, or clicking the "Edit" icons
Add items to the quote from the search fields using the manufacturer part number or keywords
Items matching the selection will be displayed. Additional search filters can be used to narrow the desired product.
Selecting the item provides additional information on the product.
- Quick overview of the item, manufacture #, price, and total quantity
- Authorized suppliers of the product are shown with their cost of the item and the total number on hand from that specific supplier. Predetermined settings automatically select the supplier with the lowest cost.
- When applicable, Promotional pricing will be highlighted. The user has the ability to choose which supplier to fulfill the order.
- Selecting the "Live Cost & Availability" icon refreshes the price and stock levels
When selected, the item is added to the quote
Select the "Live Cost" icon to refresh the various supplier costs and quantities from this view for all items on the quote.
