Summary

This article will describe how to create a quote in Solatech Focus, including adding products, discounts and surcharges (shipping, measuring, install, etc.).  


Instructions

  • From the Home Page, click on the Create a Quote button.  (note: Site Administrators will need to go to the Quotes list to create a quote)
  • On the Customer Selection screen, locate the customer for whom the quote will be created and click the Select button.
  • In the Line Item Base section, use the drop down menu to select Product Type.
  • Use the drop down menu to select Vendor.
  • Use the drop down menu to select Product.
  • The More Information button will display a listing of product guides/product information for your selected product.
  • The Retain options box will retain your selected options on the next line added. 




  • Now you will begin entering/selecting the options for the first window.
  • All available options will be listed in the left hand column.
  • The  up arrow symbol can be used to hide/view each section of options.
  • When entering width and height, the dimensions may be entered as fractions or in decimal form.  If entered as a decimal, the number will automatically be converted to a fraction of 1/8" (shutters will be converted to 1/16").



  • In the right hand column, are the Pricing sections. 
  • In the Item Discount section, you may give a discount as a percentage or a dollar amount to the price for this line item.
  • You may also override the existing Item price by typing in a new dollar amount in the Item Price box. 
  • Using the Reset button will reset the pricing back to the original value.  


  • In the More section, you can see additional details of your pricing, including Base Cost (MSRP); Vendor Discount Amount (your discount based upon your vendor cost factors); and Item Cost (your cost).
  • The Margin percent can be changed if desired.  
  • The Net Surcharge Margin Percent is available for a small portion of products. This is a margin that will be applied to net surcharges only.  Currently the only products are found in the vendors Norman Window Fashions and Horizons.  
  • Once all options and pricing have been entered, press either Save and New to continue to the next line item or Save and Close to complete your quote. 
  • Any Errors will be shown at the bottom of the window. 
  • You must correct the error(s) BEFORE you can save the line item.



  • When all line items have been entered, and you hit the Save and Close button, you'll be taken to the Quote Review screen.
  • This screen again uses the up/down arrow to expand/hide details for various sections.  
  • Item Count allows you to review all line items in the quote.
  • Clicking on the >Arrow allows you to see details for each line in the expanded Items Count section.



  • Order Total allows you add a discount or an additional charge to the quote. 
  • First, select type. This will either be a Surcharge or a Discount.
  • For Surcharges (+) you can select a Code of Installation, Shipping, Measure, Ladder or Other.
  • These may be added as a Dollar amount ($) or as a Percentage (%).
  • Surcharges may be marked as taxable or non-taxable.
  • Surcharges will always add money to your quote.




  •  Discounts can be added with a code of Discount, Coupon, Yard sign, or Other.
  • These may be added as a Dollar amount ($) or as a Percentage (%).
  • Discounts should be marked as taxable.
  • Discounts will always deduct money from your quote.
  • The Comments section allows you to type comments specific to your quote. These comments can be marked as Customer, meaning they will be printed on your customer output, or Internal, meaning that only Web OE users will be able to view them.  
  • When you have finished typing your comments, click the Add button to add them to your quote. 
  • To view output, go to the Generate Reports box.  You can select either Quote or Internal Order.
  • Quote is the document which will be sent to the customer. No measurements are shown, and less details are given.
  • Internal Order is a more detailed report, which lists all selected options.  As the name implies, it is for Internal use as a review document.
  • Clicking on the View Report button will generate a PDF document, which can be printed.
  • Clicking on Email Report will open up an email window. This window will have the customer's email address in the To: field for a Quote.  This window will have your Account Administrator's address in the To: field for an Internal Order. 
  • Additional email addresses may be entered in the CC: field.


Applies To:

  • Solatech Focus