Entering Quotes in SCIS

This topic applies to

Applies to

SuiteCommerce InStore

 

Some businesses provide an estimate or quote for specific products a customer wants to buy. As a sales associate, you can create a quote based on items and discounts in the cart, and then print or email it to the customer. After a customer reviews a quote, you can make changes as needed, and then convert the quote to a sales order or cash sale.

As a sales associate, you work flow will likely include the following tasks with quotes:

Creating a Quote

After you create a quote, you can open the quote again to make changes. You can print the quote or send the quote to the customer in an email message.

To create a quote:

  1. Select a customer.

  2. Add items to the order.

  3. Click Quote in the menu below the transaction summary.

  4. Enter information in the Quotes window. The fields displayed in the popup window are defined by your account administrator. Note that the fields displayed in your implementation of SCIS may be different from the screenshot below.

  5. Click Add.

  6. Click Save to save the quote.

After you save the quote, you can perform the following actions:

Finding a Quote

As a sales associate, you can find a quote that you entered yourself, and quotes entered by colleagues. There are three ways to search in SCIS for an existing quote:

  • Scan the transaction number on a receipt.

  • Type the transaction number in the search box.

  • Type the customer’s name in the search box, and then open the Customer Profile.

In the Customer Profile, quotes are displayed on the Quotes subtab. Click on the quote in the timeline to open it.

If the expiration date of the quote is in the past, you can still open the quote, modify it, change the date, and save it again if needed. Alternately, you can convert the quote to an order.

Expired quotes are displayed in search results. Expand the line in search results to see the expiration message highlighted in yellow.

Converting a Quote into an Order

To turn a quote into a sales transaction, open the quote, and then click Convert to Order. You can also add the customer’s address and make arrangements to ship the order. After you convert the quote to an order, select a payment method, and then submit the order.

To convert a quote into an order:

  1. Find the quote. For more information, read Finding a Quote.

  2. Open the quote.

    Note

    If you had any items in the cart for the customer, those items are removed from the cart when you open the quote.


  3. After the quote is open, you can make changes by adding or removing items, or adding or removing discounts.

  4. After the customer agrees to place the order, click Convert to Order.

  5. Select a payment method.

  6. Submit the order.

Removing a Promotion from a Quote

You can remove a promotion from a quote, but you cannot remove a promotion after the quote has been converted to an order.

To remove a promotion from a quote before it is converted to an order:

  1. Open the quote that has a promotion applied.

  2. Remove the Promotion.

  3. Save the Quote.

  4. Convert the quote to an Order.

  5. Finish the transaction.