Create a sales quote in the «Документ → Торгівля з випискою рахунка» mode, on the tab with the same name. In the document, select a recipient and add products or services, quantities, prices and, if needed, discounts. The video shows how to check stock balances, fill in the document and choose a template to send to the customer.
Preparing a quote for a customer
Check the completed quote before sending it: product names, availability, prices and contact details should match what was agreed. You can send the quote by email and, once it is approved, create an invoice based on it. The video also shows where to configure an email account and how to work with a customer card.
Video contents
- 00:00 — Introduction
- 01:10 — Why trade with invoice issuance is suitable for online sales and how it differs from a sale
- 05:40 — Can an employee name be selected automatically?
- 08:20 — How to add products to a sales quote: reviewing the tabs
- 10:35 — How to add services
- 19:50 — What can be added to a sales quote template
- 25:00 — How to create an email account and send a sales quote by email
- 26:30 — What the FTP action is for
- 29:50 — Is it possible to send quotes without a website?
- 34:30 — How to quickly edit a customer card
More details: Selling products in an online store
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