New Invoice/Quote

 

 

To begin a new Invoice/Quote from the File menu select new “Invoice/Quote” Or click the  icon located on the toolbar and select Invoice/Quote.

 

 

If you have already imported/entered customers into your application they will be visible by typing or selecting from the customers drop down menu. If you like you can also perform a quick Add/Edit by clicking on the Add/Edit link located next to the customers icon .

 

Next begin configuring your invoice by selecting from the available types column of the Invoice/Quote screen.

 

 

When the Invoice/Quote screen initially appears an inventory selection will be automatically selected for you. If the order contains inventory items we suggest that you begin by entering these first. This allows easier configuration of quantities and prices based upon those values. If the Invoice/Quote will not contain any inventory items you can select printing, embroidery, or other as the first line item and manually enter quantities. Once the type has been selected click the link relating to your selection underneath the link column.

 

 

Catalog View

 

 

When an inventory type is selected the catalog view becomes available allowing you to select the vendor, style, color, and specific color for the inventory item. You also have the option of viewing the best price between all of the available vendors that carry that particular item and add the item to your cart. When adding the item to your cart all of the details pertaining to that item including vendor, prices, sizes, etc. will automatically added to your shopping cart and available when placing an order.

 

Click OK once completed configuring your inventory item.

 

 

Once an inventory item has been chosen the available sizes will be highlighted in yellow. If a size other than XS-5XL was found, the “Other” column will be highlighted in yellow allowing you to choose between a list of other sizes. If an “Other” size is selected enter the appropriate other qty in the “Other Qty” column. Clicking on the "Pricing" column will bring up the Case, Dozen, and Piece menu. Note: These values mean nothing when a printing, embroidery, or other line item is chosen. Once a quantity has been entered the price will automatically be updated to reflect those values.

 

 

If you want to modify the default calculated markup or piece price value, simply enter your custom value in the markup or piece price column. The value will turn red indicating a custom value has been entered. Custom markup and piece price values are mutually exclusive.

 

Printing View

 

 

When a printing type is selected the printing view becomes available allowing you to select the print location, print matrix, etc. Once the printing view appears you will be presented with the styles tab selected first. This gives you the options of changing the quantity to be printed for each of the inventory items that you have selected. If you would like to change the print quantity simply enter the new quantity to print inside the qty column and the value will turn red indicating that a custom print quantity has been selected You can optionally add an image and print details such as color, ink, etc. When you click the browse button the file locator defaults to the customer’s art folder that was automatically created when adding the customer. If you have added any art to the art tab under the customer edit view for that specific customer all of their artwork will be immediately available for selection. Once complete click OK and printing prices will be automatically calculated for you.

 

Embroidery View

 

Same as printing view only different matrixes and details.

 

Other View

 

When a other type is selected the other view becomes available allowing you to choose any other charges that may apply to the Invoice/Quote.

 

 

 

In the above example an hour and a half artwork charge is applied at $35.00 hr.

 

Finishing Up

 

Once you have finished save the Invoice/Quote by selecting Save from the File menu, clicking the  icon on the toolbar, or pressing ctrl-s on the keyboard.

 

Scheduling activities

 

You may wish to schedule an activity/notification pertaining to the job start, due date, quotation follow up, etc.

 

 

To schedule an activity simply click the schedule activity button located on the Invoice/Quote screen and enter details pertaining to the Invoice/Quote.

 

Email

 

If you would like to email your Invoice/Quote to a customer/potential customer click the       icon located on the toolbar. When an Invoice/Quote window is open the Invoice/Quote will be automatically zipped into a file along with the inventory items details and photos. The zip file will then be automatically attached and the customer name and email address automatically selected once the email client window opens.

 

Convert To Invoice

 

Click the convert to invoice link to convert a quote to an invoice.

 

 

Total Inventory Count

 

When the total inventory count check box is checked the quantity for all items will be totaled and the markup value calculated according to the total of all items. If the total inventory count check box is not checked markup values will be calculated for each line item individually.