Choose the Quotes Icon in the Top Menu to display the Quotes List then select the applicable Quote from the List to view the Quote Card.
Choose the Supplies & Labour Tab and then click the +Add Supplies button. The Add Supply pop-up window will display.
Search for and Add Supplies
1. Locate the Supply you wish to add to the Quote from the Supplies List. To narrow your search, you can filter the list by selecting a Category or Supplier from the dropdown menus. You can also use the Search box to search by Part Number or Description.
2. Once you have located the Supply item, click in the Quantity field and type the quantity you require for that Supply item.
Repeat this process for each Supply you wish to add to the Quote.
3. Once you have entered quantities for each Supply, click the Save button. The Supplies are now added to the Quote and will display in the Supplies List.
4. To adjust the quantity for any given Supply, click the + or – buttons as required.
Edit the Details of a Supply
To edit the details of a Supply, click the Pencil icon. The Edit Supply pop-up window will display.
All fields in the Edit Supply pop-up window can be edited as required. You can also choose to upload an image of the Supply if required, by clicking the Upload Image button.
NOTE – any edits made to the Supply via the Edit Supply pop-up window will apply ONLY for the particular Quote. Edits will not effect the master record for that Supply item.
Search for and Add Kits
Kits allow you to group a selection of Supplies and Labour together as a package which can be quickly added to a Quote – rather than adding each Supply and Labour item separately. This is useful for frequent or common work which uses the same (or similar) Supplies and Labour.
Click the +Add Kits button. The Add Kit pop-up window will display.
Locate and select the Kit(s) you wish to add from the list by clicking in the Quantity field for that Kit and typing the quantity you require. To narrow your search, select a Category from the dropdown menu or use the Search box. When you are ready, click the Save button.
The Kit(s) will now show in the Quote’s Supplies List.
Edit the Details of a Kit
To edit the details of a Kit, click the Pencil icon. The Edit Kit pop-up window will display.
All fields in the Edit Kit pop-up window can be edited as required. You can also choose to upload an image of the Kit if required, by clicking the Upload Image button.
NOTE – any edits made to the Kit via the Edit Kit pop-up window will apply ONLY for the particular Quote. Edits will not effect the master record for that Supply item.
Add Write-Ins
Write-Ins are used to add Supplies to a Quote that are not a part of your standard Supplies List. To add a Write-In:
Click the +Add Write Ins button. The Add Write In pop-up window will display.
Enter as much information as possible for the Write-In. Note that a Description and Category are mandatory.
If the Write-In needs to be ordered and included on a Purchase Order, check the Must Be Ordered box. When you are ready, click the Save button. The Write-In will now show in the Quote’s Supplies List.
Edit the Details of a Write-In
To edit the details of a Write-In, click the Pencil icon. The Edit Supply pop-up window will display.
All fields in the Edit Supply pop-up window can be edited as required. You can also choose to upload an image of the Write-In if required, by clicking the Upload Image button.
Convert a Write-In into a Supply
Once you have created the Write-In, click the Pencil icon to display the Edit Supply pop-up window. Click the Convert Write In to a Supply button. The Write-In will now be included in your master supplies list.
Add Optional Supplies to a Quote
You may wish to make certain Supplies optional on a Quote. For example, you may offer the customer a choice of three tap fittings or light switches. You can create custom Quote Templates to show Optional Supplies.
To make a Supply optional, click on the x No in the Optional column to change it to a Yes.
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