Quotes & Orders Overview

Quotes & Orders Overview

The topic for this training session is Quotes & Orders. This will provide an overview of all the components that make up the Quotes and Orders menus, and show you how to do some common tasks: creating several quotes, editing a quote, converting a quote into an order, and more. This session is ideal for CSRs, prepress, graphics and anyone who will spend a significant amount of time building Quotes and converting them into orders. Here are some more details about what is covered in this session:

  • Examples of common quote and order item creation
  • The four main ways to create quote and order items: Quick Add, From Template, From Scratch and From Group Template
  • How to edit existing quote and order items and navigate the tab structure on item view, including the Quote Table
  • Using the Actions button to convert a quote into an order, as well as other Actions button tasks
  • Basic price testing strategies when examining a quote or order with pricing issues

If you see a session you are interested in, click on the “Sign Up” button below to join!

  • Date: September 24
  • Time: 03:00pm - 04:00pm
  • Seats Available: 20(20)