How to Create A Quote

A guide to Quote creation

3 Starting Points

Ok, Let’s make your first quote! .. There are actually 3 starting points to create a quote. If you want to check that out, click the link at the top, you will have the chance at the end of the video also 3 Ways to Create a Quote ​

Start from any page on the platform

Most Quotes are started from the top left of ANY page in the platform just click “Start a Quote”.

Search for an existing customer, and then select the name when it pops up!

Click NEXT

and now you have a quote! Notice the quote number at the top!

Expiration Dates

We have set a 2-week expiration date on all quotes. This is for tracking purposes and following up on customers you may have forgotten about. You can view them on the “My Quotes” page.

This is your billing information;

and this is your delivery information;

Edit Billing or Delivery Information

you can change it with the edit pencil if you need to.

You have full access to make any changes you like.

Having trouble looking for your address? Just enter your address manually

You can also choose from saved addresses for that customer.

Just choose the one you’d like to use!

Notice the location where the quote was generated from

Add a Line Item

To add an item to the quote, select + line item. we have all of the appliance data already loaded.

By Model Number

Select the item you’re looking for.

Custom Products

Side Note: Custom Products can also be added at this stage

if you are selling an item that has a model number that is not loaded into the system, you can enter the information all right here!

Choose your condition,

Quantity

price

and description.. all right here! A good example is a non-serialized item like a range cord.

Choosing Conditions

Now, if you are in the scratch and dent business or have multiple items of the same model number, with different conditions, you can select the condition after you choose the model number, like so.

You now have a running total at the bottom

Pricing

Ok, now that you have your item in, your price populates over here! You can alter the price by just clicking in the field,

Pricing Analytics Feature

First notice, this is your listed price

and all relevant pricing trends, you can specify by time frame

you’ve got your pricing guidelines, MSRP, MAP and UMRP

Lowest Advertised Price

Competitor Pricing

and Custom Pricing. It’s all up to you!

Of course if you’re a sales person, you’ll want to follow company guidelines or reach out to your manager

Choose Fulfilment

The next step is to choose the fulfilment type

You’ve got options here, you set all of these up in settings already.

Local delivery and install

Local Delivery Only

Pickup

Customer Not Sure

and our favorite, customer not sure

Pre Set Installs

Here I chose “pre-set installs,

We’re going to go to pre-set installs and add the standard install

You can continue to add line items as you need to

Collapse Line Items

For a simple view, you can collapse the details of each line item, by clicking the arrow

Adding Protection Plans

This is where you can add protection plans. You add them for each separate line item, if needed.

Adding Haul Away

You can add various types of haul away options, if you have chosen to offer them

Notice you have a running total calculated and broken down at the bottom.

Auto-Scheduling Feature! **

Our auto-scheduling tool is AWESOME! If you have it flipped on, once the items are in stock your customer receives a customized delivery message and they can choose the date for delivery. All these specs are set up by you, of course.

Example

your customer receives a text, they can see their delivery details and easily schedule their delivery, the order updates instantly!

Turn On Auto-Scheduler

Settings > Customer Notifications > SMS > Scheduling Link: When the scheduling link is toggled on, the auto scheduler option will appear on all quotes and orders. The user can then choose to toggle it off in the actual order if they wish. ​ When you have the scheduling link toggled off, the auto scheduler option will be grayed out and unavailable on all quotes and orders.

Adding Notes

You can add notes to your quote…

and be specific about who can see them.

Delivery notes …

are printed on the invoice and shared with the driver.

Customer notes …

are shared with the customer and also printed on the invoice.

and Company notes …

are internal only and never visible to your customers!

Taking Payment

If your Customer has a Customer Credit, a small banner will appear. You can use all of the credits, 50% down, or pay in full.

From here, you simply add payment.

We have lots of payment types you can choose from

Financing Options

These are your financing options: Synchrony, Wells Fargo, Acima and Snap.

Notice you have additional options here for entering a promo and authorization codes, and you’ll need to put in that term length too!

Manual Entry

Manual Entry is when you are processing a payment outside of the platform and just need to record it as a transaction. You can do this for a credit card, accepting checks, taking cash and doing bank transfers or a write off, for a charitable donation for example.

Approval codes are always required on manual entry payments,you can use this as you see fit.

Credit Lines

Credit lines are internally approved on a customer by customer basis, this is where you would apply their credit.

AIO Pay

This is for all transactions made inside the system with our internal payment processor, AIO PAY!

Rebates

This is where you would apply any rebates. Your rebates are pre-loaded in settings and will populate here.

Don’t forget to hit apply.

Now it’s an Order!

After the order is paid, The Quote is now an Order and uses the same number as the quote.

The note for the delivery guy shows here on the order, will be printed on the invoice and also will be passed along to the driver on the routing page if you are using the drivers app. The Drivers App is pretty awesome, just sayin

Download the Invoice

This is the Select Action Menu: Lots of functions here, including downloading the invoice.

Sample Invoice

This is an example of a standard invoice.

The invoice number is the same as the order number, you’ve got the order date, time order placed, and company address at the top…

…here you see the billing info..

.. and delivery to the right..

the salesperson contacts..

Here is your product info, full descriptions, model numbers, Brand, fulfilment types and costs..

and all charges and billing information down at the bottom.

Back to your quote..

Side Note: Zip Code Warning Error

If you get this zip code error warning at the top of your screen, this means the zip code has not yet been entered into your “delivery zones” and “pricing zones”. This can be done in settings under Delivery Schedule. The order cannot progress until this is done.

How to fix it

a manager can get it added! Copy that zip code and Hop over to delivery schedule.

Edit the zone you want to add

and just paste in your zip code here !!

Look down just a bit and Drop down pricing Zones,

Edit the zone here too.

and again, paste the zip code at the end and don’t forget that comma!

Back to that quote again..

Email the Quote

It’s easy to share the quote, or reach back out to your customer. Choose email in the select action menu…

and select where you want to send it, or enter in any email address you like.

You can change the subject..

Type and format your message in a personal way..

and you can send it with or without the model numbers.

and this is how the email will appear for your customer,

notice the quote is attached at the bottom, as a PDF.

That’s it! You’re now ready to create quotes! Thanks for watching, and Happy quoting! You can check out those 3 ways to start a quote at the top right now, if you like! 3 Ways to Create a Quote