Creating A Quote/Order
Step 1 - Open The New Order Popup
Head to the Transactions Page via links available on the Left Navigation Bar.
Click on the + Create Quote button visible on the top right corner of the page. This will open up the New Order Popup.
Step 2 - Filter and Select Assets
The first screen on the New Order Popup displays an asset selection interface, where user can filter, search and select assets for rent. By default, at least one text filter needs to selected to show assets.
Filtered assets show up on the left section of the popup. An asset can be added to the quote by clicking on an asset, then clicking on the + Add button that shows up on the clicked asset. Selected assets show up on the right section of the popup, and are greyed out on the left section.
Assets currently unavailable (currently reserved, rented out, or undergoing inspection/repair/maintenance) cannot be quoted.
Selected assets can also be deleted by clicking on the red trash can button on the top right corner of each selected asset.
Step 3 - Set A Dispatch Duration
The right section of the asset selection interface features two fields on the top that display the rental/dispatch duration. A few quick select buttons below the fields enable user to set a default duration quickly, without having to manually select dates. The Custom button enables user to select a custom duration instead. Duration selected will automatically apply to all selected assets.
Once required assets are selected, and a dispatch duration set, proceed to the next step by clicking on the Save & Continue button.
Step 4 - Filter and Select A Customer
The next screen on the New Order Popup displays a customer selection interface, where user can filter, search and select a customer whom the quotation is being generated for.
Filtered customers show up on the left section of the popup. Customers highlighted yellow are indicate pending customer validation. Customer highlighted red indicate a banned customer. Quotations cannot be generated for banned customers.
A customer can be selected by clicking on an customer in the left section. The selected customer shows up under the 'Selected Customer' label on the right section of the popup.
Step 5 - Select A Customer Site
A customer site refers to the address where the customer needs the assets delivered. This is an essential (required) details within an order. To select a customer site, click on the 'Customer Site' drop down visible on the right section of the popup.
If the selected customer has attached sites, they will appear in the drop down. Select the site where the customer wishes to receive their assets. If the customer has no sites attached, you can attach one by clicking on the + New Site button visible in the drop down.
Fill in the resultant form and click Submit to attach the site against the customer. The newly attached site will now be available for selection in the 'Customer Site' drop down.
Step 6 - Fill In Extra Fee and Order Details
Fast Forward
Quotes can be fast forwarded to reservations or open contracts if the user has relevant permissions and the customer meets required conditions. To fast forward a quote, click on the drop down labelled 'Fast Forward Quote To', and click on the type of order you wish to generate for the customer.
Quote Valid Until
This date determines how long this quote will remain valid for reservation. Once the valid until date has passed, the quote will automatically expire and a fresh quotation will be required for reservation.
To select a valid until date, click on the field labelled 'Quote Valid Until, and select an expiry date for this quotation.
Fees and Discounts
Customers can be offered discounts and fee waivers by users who have relevant permissions. To edit discounts on the order, simply use the slider under the Fee and Discounts section and use the toggles below to waive off taxes and fees.
Step 7 - Select Delivery
Once required details are entered on the Customer Selection Interface, proceed to the next step by clicking on the Save & Continue button.
The next screen on the New Order Popup displays a delivery selection interface.
Delivery options show up on the left section of the popup. User can click on a delivery option to select it. The selected delivery options shows up on the right side of the popup. User can edit the quantity or total fee interchangeably to adjust the delivery.
Once delivery details are finalized, click on the Save & Submit button to complete the Order Creation Flow and generate the new order.
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