Quotes

Overview

• Stone Edge can create a quote, or estimate, when a customer is requesting information about a product, but is not yet prepared to order and pay for it.
• Quotes can be duplicated, modified, printed and emailed; when the customer is ready to commit, the program can turn a quote into an order.
• Quotes do not allocate inventory unless they are turned into an order.

Parameters

• QuoteBCCAddress -> Email address to send copies of quotes to.
• QuoteEmailTemplate -> Default email template.
• QuotePDFTemplate -> Name of report to use for emailing Quotes as PDFs.
• QuoteTemplate -> Default template for printed quotes.
• QuoteIDLabel -> Label for quote ID field on quote reports.
• QuoteLabel -> Large text label for top of quote reports.
• QuoteNumberLabel -> Label for quote number field on quote reports.
• QuoteLastCopyMessage -> Prints near the top of the last copy of each quote if more than one copy is printed. EX: FILE COPY
• QuoteLineShade -> True enables alternate line shading on printed quotes.

Create a Quote

1. Main Menu -> Create a New Order -> For a New Customer
   OR
   Main Menu -> Create a New Order -> For an Existing Customer
2. Enter order data like normal besides payment information.
3. Click “Quotes” on the top-bar to open the Quotes screen.

4. Configure options:
   1. Enter a Reference # for additional search criteria.
   2. Enter the number in printed copies field to print a copy of the current quote.
5. Click “Save”.
6. If emails are configured in Stone Edge, you will be prompted to send a copy of the quote via email to a customer
   1. The email will be prepopulated with the Bill-to email if it was provided.
   2. Parameter QuoteEmailTemplate needs to be set for template to prepopulate.
   3. Click “Cancel” to choose not to send a quote, the quote will still be saved.

View an Existing Quote

1. Main Menu -> Create a New Order -> For a New Customer -> Quotes
   OR
   Main Menu -> Create a New Order -> View Quotes
2. Click “Find a Quote” at the top (if screen was opened with method 1).

3. Search for a quote using filters.
4. Click a quote to select it.
5. Click “View Selected” to open it in the Manual Orders/ACS screen.
   1. Click “Delete” to delete the quote data.

Manipulate a Quote

1. Following the section above to load a quote.
2. Update the data, omitting payment data.
3. Click “Quotes” on the top-bar to open the Quotes screen.
4. Save the Quote:
   1. Choose “This is a new Quote” to save as a new quote entry
   2. Choose “I’ve made revisions to an existing Quote” to overwrite the existing quote data.