How to send a sales order as a quote
Whether you are processing B2B sales from your online marketplace, or placing goods on backorder from the trading desk, Spenda's Sales Order Management software allows you to send your customer a quote of their order in just a few clicks.
To do this, begin by creating or selecting a draft sales order from your list. You can see the order status in the far-right column on your dashboard.
Once you have selected a draft, you will have the options to:
- Edit or update customer details
- Create an invoice
- Generate a pickslip
- Send as a quote
- Delete the order
In this instance, select the ‘Send as Quote’ button.
You are given two options when sending a quote:
- Totals only: displays the total prices but excludes all line item prices
- Detailed quote: includes all line item prices
Once selected, confirm the customers email address and click ‘Send’. An email containing the quote will be sent straight to your customers inbox.
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