For all customers that require a quote prior to ordering or need a custom offer for our Amazing Assembly Service we offer a simple interface to create and accept quotations online. Additionally you can create a quote for more than one project and save on shipping. In this guide we describe how to create a quote.
Creating a quote.
Need a quote for your (or more than one) project? Just navigate over to your Team’s quotation section:
To create a quotation, click New :
Enter Shipping and Billing details
Enter your respective Shipping and billing address .
Should the accounting department need a different address, this is your place to do so (all addresses of your Team will be available for selection, so make sure all addresses are set beforehand):
Adding projects and products to your quote
And now to the more interesting part.
Adding what you need to your quote is easy, just select the project you need and then the product you want to have quoted (prices will appear later so just pick what you need):
Add additional line-items by selecting the respective project and a product:
Select Shipping options
Select shipping options only once per quotation:
Store the Quote
And ultimately, click Create to create the quote:
And one more thing (consolidation of orders):
One thing that you’ll immediately notice: You can add as many projects and products as you want. This means that way you can easily consolidate an order that needs more than one project. You will also only need to select shipping once. We will hence ship everything together. Your Inbound Warehouse and your accounting department will love you for doing this
Accepting a Quotation
Either you created a quotation yourself, or our Sales Team has provided you with a custom quote. Both can be accepted with a breeze in the Quotations section of your account. Hence no need to send out e-mails, and have them manually be accepted by staff. That precious time is better spend manufacturing your order
You can accept quotes by entering your PO Number, or if you don’t have one by just entering a random combination of characters (for example: AISLER is neat ^^):
That wasnt to difficult right? That’s how Quotations should work! And if you want to be even faster, invite your purchasing department to your Team today, and they can organize everything by themselves.