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Quote Creation

  1. Log into MaticTrack
  2. Go to Sales > New Quote

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  3. Enter the customer name in the field

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  4. If it is a new customer click "Add New Customer" then follow the Customer Creation Process

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  5. If the customer already exists select the customer

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  6. Add a description in the Title Bar and its best to mention if the order is URGENT 

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7. Add the postcode - The delivery cost will not calculate properly is this has not been added. 

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8. Use the Quick Quote tab to build the quote

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9. Build the quote as per the specification required and add the items as you go - 

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10. Once all of the items are added - add the delivery cost which is automatically calculated based on weight and size of the items

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11. If the value of the quote is OVER £500 send the quote link to Adrian for approval.

12. Once the quote has been double checked, SAVE the quote - click SEND. There is an automatic cover letter created for the quote which you can adapt to suit, personalise etc. 

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13. Add any notes or any relevant information in the NOTE section. This is to make sure the Sales Team have all the detail which will help with the Quote Conversion.

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14. All of the follow up notes will appear on the quote 

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