Quotations/Orders > Create a New Quotation

Quotations are the starting point for all orders on EQ. All paperwork that EQ produces has its basis in the original quotation. When it is accepted a quote becomes a sales order but retains the same quote/order reference as it moves through the ordering stages.

There are 2 types of quotations:

Full Furniture Quote

Use furniture quote when producing a full room quotation or a quotation with furniture items, e.g. a full kitchen. You pick the furniture-specific details like door handles and drawerbox options when you begin. (Note you cannot mix furniture manufacturer's on a quote).

Quick Quote (Non-Furniture)

Use a quick quote when you do not want furniture products, e.g. small order for additional items or a bathroom quote. You do not have to pick any furniture options but you cannot add any furniture to the quote

Start a New Furniture Quote

1. Start a new furniture quote using any of the following methods:

•Open the Customer screen and locate your customer, then click Furniture Quote

•Click New Quote (top toolbar)

•Click Quotations > Create Furniture Quotation

2. Complete the furniture heading options.

3. Pick a customer name from the drop down box (unless you have started the quote from the customer screen, in which case the customer's name will already be completed).

4. Begin to add products OR import from a CAD plan.

Start a New Quick Quote

1. Start a new quick quote using any of the following methods:

•Open the Customer screen and locate your customer, then click Quick Quote

•Right-Click New Quote (top toolbar)

•Click Quotations > Create Quick Quotation

2. Pick a customer name from the drop down box (unless you have started the quote from the customer screen, in which case the customer's name will already be completed).

3. Begin to add products OR import from a CAD plan.