As a Service user, you may want to create Quotes directly for your clients. Or sometimes there is a need to edit an already placed Quote. A single form showing all necessary information in one place makes these transactions efficient and enhances Service capabilities.

Creating a Quote

To create a new quote go to the quotes table in the service panel and select Create Quote.

Create Quote Page: you can fill out all quote-related information and create a new Quote by clicking Create Quote.

Step 1 - You can change the project name

You click on the pencil on the right to edit the project name. Subsequently, you can replace the default project name & click on the check mark.

Step 2 - You can search for the customer you are creating the quote for

Step 3: you can specify a reference (optional)

Step 4: upload >=1 item

You can specify here the material, post-processing and choose the suggested price or modify the price at your convenience.

You can also edit the part requirements per part. /wiki/spaces/PD/pages/185008291

Step 5: specify additional fees or discounts (optional)

Step 6: choose shipping and payment options (optional)

Addresses are limited by the addresses specified in the 3YOURMIND customer account. In order to make changes or add new addresses, you can click on “Edit customer addresses”. After you have made the necessary changes, click on “reload addresses” in order to choose from one of the changed/added addresses.

Shipping price can be different from the suggested price after modification.

Step 7: summary and create quote

You can see the summary of all costs in the summary section. After checking everything is correct, you can click on “create quote” to create your quote. Cancelling the quote creation process loses all entered information.

Editing a Quote

To edit an existing Quote, open the Quote that you want to change. Under More Actions, click on Edit Quote.

The same form as when creating a Quote or Order will load, however, prefilled with the existing Quote information. You can change any Quote detail - except for the customer - and confirm your changes by clicking Save. Additionally, the quote expiration date can be changed directly from the quote detail page without opening the edit quote form.

Editing a Quote creates new revision each time the quote is saved. This is visible through an increment of the internal quote number.

Creating a Quote from a Request

To create a Quote from a Request, open the Request and click Create Quote. This will open a new “Quote from Request” form, pre-filled with all information that was part of the initial Request. To complete the form, the same steps apply as described above in Creating a Quote.

Who can Create or Edit Quotes?

Service Panel users with the role of ERP Manager can create or edit Quotes. See also Roles & User Rights.