SALES APPLICATIONS
Quoting a customer is essential to your sales cycle. With Naologic's sales quote application, you're able to create and send quotes to prospective customers and to generate sales orders directly from within the sales quote application.
How do I create a new sales quote?
- Navigate to your
Sales Quotes App
which is within theSales
navigation tab in your top-level menu - From the main table, identify the
Add new sales quote
option - Specify the customer (by choosing from your stored contacts), shipping and billing address
- Add your product(s) to the quote by choosing from your saved products
- Specify the order date, payment terms and shipping method
How do I add products to my sales quotes?
When selecting products for your sales quotes, the options you have available are pulled directly from the products you've created for your company in your product listings app
. Once you've added your products there, they'll be selectable from the dropdown you choose from when you create a sales quote.
How do I add customers to my sales quotes?
The customer list you choose from when creating a sales quote is pulled directly from your contacts on file. To add options to your customer dropdowns inside sales quotes, simply go to your contacts
and create a new entry there.
How do I edit an existing sales quote?
- Navigate to your
Sales Quotes App
which is within theSales
navigation tab in your top-level menu - From the main table, identify the sales quote you wish to edit
- Make the changes you need
- Hit
Save
- That's it!
What are the sales quote statuses?
Your sales quotes can go through several different states before being converted to sales orders
Draft
: For orders you're in the middle of creating but not yet ready to send out to your potential customer for acceptanceApproved
: You can manually perform this action if you've received consent from your customer offline. Another way for a quote to be approved is for your customer to accept the quote. When you create a sales quote, you can choose to generate an email to your customer from where they're able to accept or decline the quoteComplete
: When you've generated asales order
from a sales quote, its status will change tocomplete
and you'll be able to find the entry in thesales order app
Declined
Your customer declined the quote: Create a new one or reach out to understand what the reason for the decline was!
How do I send a sales quote to my customer?
- Navigate to your
Sales Quotes App
which is within theSales
navigation tab in your top-level menu - From the main table, identify the sales quote you wish to send to your customer
- Hover over the row and identify the
send email
option - Verify that the email the quote will be sent to is correct
- Hit send
- That's it!
How do I generate a sales order from a sales quote?
- Navigate to your
Sales Quotes App
which is within theSales
navigation tab in your top-level menu - From the main table, identify the sales quote you wish to generate a sales order from
- Hover over the row and identify the
generate sales order
option - Click it an fill out the needed additional fields
- Hit
create
- That's it, your quote has now been marked as
complete
in the sales quote table and at the same time has been listed as anactive
sales order
How do I delete a sales quote?
- Navigate to your
Sales Quotes App
which is within theSales
navigation tab in your top-level menu - From the main table, identify the sales quote you wish to delete
- Hover over the row and identify the
delete
option - Confirm your action
- Done
Please note that if this sales quote has been sent out to customers, they will similarly no longer be able to view it.