Set up a sales quote

Overview:

Set up a new sales quote from a Customer Card in Wiise
Set up a new sales quote without creating a customer in Wiise

Why set up a sales quote?

Sales quotes are typically created by salespeople or customer service representatives to provide potential customers with a formal proposal for product pricing. While negotiating with a customer, you can update and resend the sales quote multiple times. Once the customer accepts the quote, you can convert it into a sales order or a sales invoice to process the sale.

How to set up a sales quote?

A sales quote in Wiise can be set up in several ways. You can set up a sales quote from a contact or a customer card, and by searching sales quotes.

To set up a sales quote from a contact card, the contact needs to be set up as a company contact.

Method one: Set up a sales quote from the contact card

Search for Contacts on the top right-hand corner of the page.
Select Contacts, then select +New to set up a new entry from the Contacts menu.
Fill in the relevant fields and mandatory red asterisks in the General section (fasttab) of the Contact Card.
1. General section:
  1. The No. field gets automatically populated with a contact number.
  2. Update the Name field of the contact person or company.
  3. Set the Company Type. field to Company, if you’re creating a sales quote without creating a customer.
  4. Update the Salesperson Code field to the person who’s responsible for the sales.
2. Update as much information as you can in the Communication section. The information from here will be used to populate the future customer card.
You can now create the sales quote from the contact card. Select Home. Then select Create Sales Quote.
A message box displays requesting you to select a customer template to set up your new customer. Select Yes, to continue or select No and a default blank customer card template opens.
The template you select will be applied to the future customer if they decide to purchase the item.

Method two: Set up a sales quote from the sales quote list

Search the sales quote list from the top right-hand corner of the page.
From the sales quote list page, select +New to set up a new sales quote.
In the new Sales Quote, from the Contact No field, select the new contact you’ve created.
Select ‘Yes’ to “Do you want to select the customer template?”.
Select the customer template that will apply to this future customer when they purchase the item.
Wiise create a quote without a customer with all the required information from the Contact Card. You can now populate the items and email the sales quote to the contact.
Select Print/Send from the menu. Select either Send by Email, Print or Attach as PDF to send the sales quote to your contact.
You’ve set up a sales quote and sent it to your contact.

Note: When your customer or contact has accepted or approved the sales quote, you can set up a sales order from the sales quote.
From your Wiise landing page, select the Sales action menu. Then select Sales Quotes. You’ll be taken to the sales quotes list.
Select Home. Then, select Make Order. This converts the sales quote into a sales order.
Select Yes to ‘Do you want to convert the quote to an order?’.

Note: If the sales quote was created from a contact card, then you'll need to set up a customer first before you set up a sales order.
A message prompts you to create a customer. Select Yes, to ‘Do you want to create customer(s) now?’.
A message displays regarding the customer template you may have applied when the sales quote was created. Select Yes to review the quotes.
The customer record has been created. Select OK to proceed.
The next message display confirms that the quote has been converted to an order. Select Yes to proceed.
Your new customer has been set up and you’ve set up a new sales order from the sales quote.

What's next?

Once a sales quote is approved, take a look at how to set up an invoice from a sales order.

If you have any questions, please reach out to support@wiise.com