Quotes and orders from a request

Why

Retyping a request into a quote is where a figure changes and nobody notices.

What

The answer ends in a Quote draft or an Order draft card that creates the real record.

How

Check the draft, then press Create quote or Create order.

Create a quote

1. 1
   Step 1.

   Send the enquiry in Request mode at /app.

2. 2
   Step 2.

   Read the Quote draft: each line is marked Ready or Needs information, with its unit price and quantity.

3. 3
   Step 3.

   Check the customer on the card, then press Create quote. The quote opens in /app/quotes and the thread links to it.

What carries across

• The description, quantity and unit of each line.
• The matched product, the configured design or the service.
• The unit price from your own rules: the price list, special prices and breaks for that customer on a catalogue line, your rates on a designed line and your service book on a service. It is never a figure the AI produced.
• The customer, and a link from the quote back to the request.

Lines that are not ready

A line with an open question, no match or no price comes across as an unpriced Manual line to finish in the editor. A line whose quantity reads not stated is left out of the draft's total, and comes across the same way with its description saying so; a quantity assumed as one off is priced and marked assumed. A service line the service rejected is left off. Nothing is filled in to close the gap.

Create an order

1. 1
   Step 1.

   Send the purchase order in Order mode. Lines are matched and checked against the quote they came from, shown as From quote.

2. 2
   Step 2.

   Where quantities or assumed values were not stated, tick the confirmation on the card.

3. 3
   Step 3.

   Press Create order. It opens in /app/orders.