Full furniture quotes always prompt you to select a carcase manufacturer and present you with options for carcase colour, door style and other manufacturer specific details. You can add all types of products to furniture quotes.
Quick quotes are quotes that do not prompt you for any fitted furniture heading information. They are often used for bathrooms and other smaller quotes where furniture configuration is not relevant. You cannot add any furniture type products to quick quotes.
You are not stuck in a quote type based on your first choice. You can convert between the 2 quote types, if the requirement changes as you are working on your quote. You can also use these steps to change furniture manufacturer.
Starting with a quick quote - convert to furniture quote
For example, you may have begun to quote for a bathroom project initially using a quick quote. A lot of modular bathroom furniture would be available to you, but no fitted (configurable) furniture would be. During the quoting process if you need to add fitted furniture from a specific manufacturer you need to convert your quote.
- Open your quote in Edit mode.
- Click the Current_Quotation menu at the top of EQ and select Convert to Furniture Quote/Order:
The headings window will open. - Select the furniture manufacturer from the drop-down list and then complete your options.
- Click OK. You are returned to your quote.
Note at the top left of the quote, you can see your manufacturer and range selection. - When you click Add to add a new product, your furniture manufacturer catalogue name will now be at the top of the catalogues list. You can continue to add products as normal.
See this article for further help:
How to add products to a quote.
Starting with a furniture quote - convert to quick quote
For example you may be quoting for a small bathroom using some configurable fitted furniture and you have already selected the manufacturer's options when you began. These prompts will print on your quotation and other documents. If your customer changes their mind, they may only need some modular furniture products from another manufacturer. You should convert this to a quick quote so that your old furniture headings are removed.
You could also use the below steps if the customer has changed their mind about which furniture manufacturer they want. If you have quoted the whole room, you can save time by converting to a quick quote as below, and then doing the opposite swap, back to a furniture quote (using the steps above). This will allow you select a different furniture manufacturer to continue.
- Open your quote in Edit mode.
- Click the Current_Quotation menu at the top of EQ and select Convert to Quick Quote/Order:
- You will be warned that any existing products from that furniture manufacturer will be removed from your quote. Click Yes if you are ready to continue.
- Any furniture is removed, and your heading prompts are removed.
You are now able to continue editing your quick quote.