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Create New Quotation/Order

Daniel
  • Updated

Quotations are the starting point for all orders on EQ. All paperwork that EQ produces has its basis in the original quotation. When it is accepted a quote becomes a sales order but retains the same quote/order reference as it moves through the ordering stages.

 

There are 2 types of quotations:

Full Room Quote

Use furniture quote when producing a full room quotation or a quotation with configurable  furniture items, e.g. a full kitchen.

You pick the furniture-specific details like door handles and drawerbox options when you begin. You can mix ranges on a quote.
 

Quick Quote (Non-Furniture)

Use a quick quote when you do not need configurable furniture products, e.g. small order for additional items or a bathroom quote with component furniture.

You do not have to pick any furniture options but you cannot add any furniture to the quote
 

 

Start a New Furniture Quote

  1. Click the Customer List button on the main toolbar:

    EQ_CustomerList_button.png
     

  2. Locate and select your customer and click the New Quote/Order button:


     
    (If you use the New Quote button on the main toolbar, this also begins a quote but it is not already attached to a customer record, and therefore you must specify a customer before saving a full quote).
     

  3. Select your main furniture manufacturer and complete the furniture heading options according to your needs and press OK.
    (You can mix additional catalogues and ranges in this quote later).
     

  4. Begin to Add products

    OR

    Import from a CAD plan: Winner Flex, Virtual Worlds or Innoplus.
     

Start a New Quick Quote (Non-Furniture)
 

  1. Click the Customer List button on the main toolbar:

    EQ_CustomerList_button.png
     

  2. Locate and select your customer and right-click the New Quote/Order button:


     
    (If you use the New Quote button on the main toolbar, this also begins a quote but it is not already attached to a customer record, and therefore you must specify a customer before saving a full quote).
     

  3. You will be presented with a new blank quote immediately. (There are no furniture headings to select).
     

  4. Begin to Add products

    OR

    Import from a CAD plan: Winner Flex, Virtual Worlds or Innoplus.
    (If your plan includes configurable fitted furniture products, you should start a Full Room Quote instead because you need to define your furniture catalogue options).

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