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Quotation Module
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Contents
Quotation Module
8 Articles
in this category
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Intro to quotes
The quote module allows you to write offers for products with customized prices, text and quantities which are then sent to the end customer. Upon acceptance of offers, the goods can be easily transferred to an order for further processing. Frequ...
Updated on : 05 Oct 2023
Quote overview
Overview The overview shows all offers created with the possibility of filtering, searching and sorting. See the offer overview Add filter for your dashboard Search View lets you choose which columns to display in the dashboard Filte...
Updated on : 05 Oct 2023
Create a new quote
New offer From the offer overview, you have two options for creating a new offer: Click on " New offer " in the side menu on the left Click on " New offer " in the right corner of the top Select customer To create a new offer, y...
Updated on : 05 Oct 2023
Add items to quote
Add Product Adding product(s) to an offer couldn't be easier. Use the search field and search by product name, article number or EAN (barcode). Search bar Blank line of text Custom product Customer groups If the selected customer is a m...
Updated on : 05 Oct 2023
Send and accept a quote
Send Quote When the offer is ready, it can be sent to the end customer. This is done by clicking on "Send offer" in the upper right corner. If this button is deactivated, a help text will appear when you take the mouse over, this help text will i...
Updated on : 05 Oct 2023
Settings for the quotation module
Settings for the offer module can be found in the side menu on the left. Here you have the opportunity to customize certain functions. Changes made here are user-specific so that each user can have their own settings. Email Address: Al...
Updated on : 05 Oct 2023
Get paid with Vipps
Norway only! You can send payment claims to the customer via Vipps. This is done by choosing Vipps as the payment method for the offer, and then sending Vipps claims to the customer via order processing when the offer is approved. Vipps setu...
Updated on : 11 Oct 2023
Quote updates via email
In addition to emailing the offer when it is ready, you can also activate automatic sending of email notifications when an offer expires or is rejected. Click on "Update by email" in the left menu: Turn on the emails you want to be sent out a...
Updated on : 05 Oct 2023
Change password!
Changing your password will log you out immediately. Use the new password to log back in.
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New password must be at least 8 characters long. It should contain at least one upper and lower case letter, number, and a special character.
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Confirm password must be at least 8 characters long. It should contain at least one upper and lower case letter, number, and a special character.
Confirm password should be same as new password
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