Quote to Order
Once the user logs into the eComchain Dashboard. The user is able to create a quote and view existing quotes. The user can select a site and the end user for that site. Then the sales assistant can enter the mandatory details like –
- Quote Name
- Sales Channel
- Expiration Date
The Salesperson can also add other details like Reseller, Name, Contact, Phone, Address and other details. Shipping and Billing Information details can also be entered along with the mandatory fields.
Once done. The user can click on the ‘Create Quote’ button, the user can then add products to the quote. Once that is added the user can see the various products with the total price. Click Finish to confirm the quote. In case of any updates required, the user can click on the ‘Update’ button to make necessary changes.
For a quick demo, click on the link below –