Quotes
Create quotes within Supply'd to easily generate, send and track quotes with ease. Convert quotes to sales orders with the click of a button.
Last updated
Create quotes within Supply'd to easily generate, send and track quotes with ease. Convert quotes to sales orders with the click of a button.
Last updated
Quotes are available to businesses on the Pro plan. Pro users that are set as a supplier will see 5 tabs.
Sales Orders your customers have placed with you. You can read more about managing these in the Sales Orders document.
Purchase Orders you have placed with suppliers in Supply'd. You can read more about these in our Purchase Orders and Placing a Purchase Order documents.
Quotes that have been generated for new business.
Standing Orders which are repeating orders for consistent order schedules. You can read more about creating and managing Standing Orders in the Standing Orders document.
Postponed Orders for completion at a later date. This document will guide you through managing Quotes which are Quotes prepared for a customers in Supply'd, including:
The Quotes tab contains a list of all the order quotes you have created.
To creat a quote, the customer must first exist within your Supply'd account in order to create a quote. (See the Adding Customers & Customer Groups document if you need to add them.)
Select Orders from the main menu, then click on the Quotes tab on the Orders page.
To create a new quote, click on the Add + button on the top right-hand corner.
The Add Quote for will open.
Once you have selected the customer in the Customer field you can start to add items to the order.
You can also create a quote by going to Customers in the main menu, open the Quotes tab, select a customer, and click the Add + button in the top right corner.
The Add Quote form will open, as above.
The Customer name will be automatically entered and the Quote number will automatically generated. The Quote Expiry* [required field] will also be pre-populated, however, you can update this to any future date you would like.
At this stage the Customer field cannot be changed. If you wish to change the customer then you will need to create a new quote.
Select the products and the desired quantities. Products will be added with the prices or, if set, the price set for the customer in Customer Specific Pricing.
Select the desired Shipping and Ship To location from the drop-down menu. You can also add any Order Notes you may wish to add.
If you would like to continue editing the quote at a later stage, simply closing the form will save the quote as DRAFT.
Prior to saving the quote, once items and amounts are selected, optionally clicking the 3 dots beside an item you will have the following options:
Supply'd Price: Automatically generated from your product list.
Customer Price: Same as the Supply'd Price unless special pricing or discounts have been applied at the customer level. See the Customer Specific Pricing document for more information.
Discount %: Optionally set a discount percentage. This will apply from the Customer Price if different to the Supply'd Price.
Discount $: Optionally set a discount dollar amount. This will apply from the Customer Price if different to the Supply'd Price.
Item Price ex Tax: Price of the item before GST is applied. You also can set a new price for the item. The Item Price Inc Tax will automatically adjust.
Item Price Inc Tax: Price of the item after GST is applied. You can also set a new price for the item here. The Item Price Ex Tax will automatically adjust.
Tax %: The percentage of tax that applies for this item.
Tax Type: The type of tax that applies to this item, eg. GST.
Meta data allows you to store additional data against an order item as a key and value pair. For example, if you wanted to specify information such as specific colours, specs, flavours etc. you can use Meta Data for this.
Clicking Add Meta Field allows you to enter this data. Multiple Meta Fields can be added.
Meta Key - A key for this meta data. Each key should be unique within a specific order item.
Meta Value - The value to pair with this key.
For example, you are quoting on a five pack of chocolate bonbons. Flavours can be added via the Add Meta Field as:
Meta Key: 1st Flavour
Meta Value: Raspberry
Meta Key - 2nd Flavour
Meta Value - Caramel
and so on. This will show on the quote as pictured.
Will remove the item from the quote. You will be asked to confirm that you want to remove the item.
Repeat with remaining items, as required.
Proe to saving the quote, clicking the three dots on the top right-hand corner of the quote gives you the following options:
Save Quote: To save the quote. An alternative to the PLACE ORDER button.
Show Price Inc Tax: Shows the pricing including tax.
Remove: Will remove the quote.
The Quotes tab contains a list of all the order quotes you have created.
To manage a quote, select Orders from the main menu, click on the Quotes tab on the Orders page and click on the quote you would like to manage.
Clicking on the 3 dots in the top right-hand corner will show a menu for all actions available on a quote:
Email the quote to the customer. You can include any message you would like to include to the recipient. The quote will be attached to the sent email. Click SEND QUOTE to email the quote to the customer.
Download and thus print the quote.
Opens the quote for editing. Follow the steps above to edit.
Once a customer approves a quote, it can be converted to an order. Once the quote becomes an order it will no longer appear in your quotes.
Remove the quote. You will be asked to confirm.
At the bottom of the form there is an Order Activity section. This lists any activity there has been on the order, such as, when the quote was created.
You also have the option to add an internal note. Simply click on the Add Internal Note button. Click Add Note to add the note to the Order Activity.
Quote statuses will appear on the Quotes list in various colours for easy identification.
QUOTE: The quote has been prepared.
QUOTED: The quote has been prepared and sent to the customer.
DRAFT: The quote is being prepared but not yet completed.
MODIFYING: The quote is being modified.
Quotes with a red dot beside them are quotes that have passed the expiry date.
Once the quote is complete, click PLACE ORDER to save the quote. will change to both on the list and the quote.
Click to apply the new price.
Click to save the data.
