Start a quote from the cart
Once your cart holds the right products, quantities and prices, hand it to a quote. You can create a new quote from it or add its lines to a quote that already exists. Either way the cart is emptied and the quote opens for you to finish.
Create a new quote
Section titled “Create a new quote”- Click the cart icon in the top bar (or View Cart on the catalog) to open the Shopping Cart.
- Click Add to Quote.
- Choose Add to New Quote. There is no form and no confirmation; the quote is created at once.
1Click the cart icon in the top bar to open your cart.
2Click Add to Quote.
3Choose Add to New Quote. The quote is created at once, with no form.
4A new Draft quote opens in edit mode with your cart lines as its items.
5Finish the quote here. The cart is now empty.
Watch this as a video (create a new quote from the cart)
The new quote opens in edit mode as a Draft with your cart lines as its items, payment terms Net 30, an expiration date 30 days from today, and no company, jobsite, supply point or customer yet. Fill those in there; see Quotes.
Add the cart to an existing quote
Section titled “Add the cart to an existing quote”- Open the Shopping Cart.
- Click Add to Quote and choose Add to Existing Quote. The Add To Existing Quote dialog opens, listing the quotes that can receive items.
- Find the quote: type in Search quotes by number, client, or project… or pick a status in the Status list (All statuses, Draft or Sent; All statuses is the default).
- Click the quote’s row to select it.
- Click Add Cart to Quote.
1Click the cart icon in the top bar to open your cart.
2Click Add to Quote.
3Choose Add to Existing Quote. A dialog lists the quotes that can receive items.
4Search by quote number, client or project, or narrow the list by Status.
5Click the quote to select it. Only Draft and Sent quotes are listed.
6Click Add Cart to Quote.
7The quote opens in edit mode with the cart lines added to its items.
8Finish the quote here. The cart is now empty.
Watch this as a video (add the cart to an existing quote)
The dialog’s columns are Quote Number, Company, Jobsite, Supply Point, Total, Items, Status and Created; click a header to sort. The search and status are cleared each time the dialog opens. If no quote qualifies it reads No eligible quotes found and Only Draft and Sent quotes can receive more items. If the list cannot be loaded it reads Couldn’t load quotes. Click Cancel or the × to close the dialog without adding anything.
What happens next
Section titled “What happens next”- While the quote is being created or updated, the cart page shows a spinner; then the cart is emptied and the quote opens in edit mode with the cart lines added to its items, each at the quantity and unit price from the cart.
- If creating the quote fails you see Could not create the quote. Please try again. If adding to an existing quote fails, the dialog stays open with a red message (Could not add items to the quote. Please try again. unless a more specific reason is given) and your selection kept, so you can try again.
- If the quote was created or updated but the cart could not be emptied, you see Quote created, but the cart could not be cleared. or Items added, but the cart could not be cleared. The quote is fine; remove the cart lines by hand.
- If the quote was created or updated but could not be opened, you see Quote created, but it could not be opened. or Items added, but the quote could not be opened. Find it in Quotes.