Eco-$mart Quotes Help

A Quote must be started from a Contact Page. Contact information must be as complete as possible to create a good printable quote.

A Quote is automatically started when you first open the Quote Mark-up Page. It will remain in whatever state you leave it as long as it is in your Quote List.

Delete a quote in two ways:
~ Delete it from the Quote List on Your Page or from the Quote List on a Contact Page.
~ Select Delete Quote when using the "Return to:" form at the top and bottom of the Quote Mark-up Page.

COLOR CODED FIELDS:

Certain fields are essential and a Quote cannot be produced without them. The Print Quote option will not become available while input fields remain yellow.

Others are for your own use and, if left blank, will not appear on the Printed Quote.

EDIT QUOTE INFO:

Ship To Address: Check Same as Bill To: or enter a different Ship To: address in the fields provided. IMPORTANT: A Ship To Zipcode is essential for shipping calculation.

Terms of Sale: Select from the drop down list.

Optional Fields: P.O.Number, Due Date, and Project are for your use in identifying and using the Quote. If they are left blank, they will not be shown on the quote.

Any of this information can be added or edited together or individually throughout the Quote Mark-up Process.
Click UPDATE INFO to make your changes.

ADD PRODUCTS:

You can add products to the Quote in two ways.
~ Use the form at the bottom of the Quote Mark-up Page to add up to 5 products at a time.
~ Many online catalog pages will display a form for adding the products on the page to quotes in your Quote List, if you have logged in as an Eco-$mart Representative. (under development some pages will not display the option)

A quantity must be entered, or the product will not be added.

Select a product from the list, enter the quantity to add to the Quote. Click ADD PRODUCTS. The new products will appear in the Edit Products in Quote display.

EDIT PRODUCTS:

After a product has been added to the Quote, you can change the quantity, and *enter or change shipping costs at any time. You can also Delete the product from the quote.

Check the red box to delete the product.

Check the green box to edit the product.
IMPORTANT: Changes will not be made to a product in the quote unless the edit box has been checked.

QTY: Change the quantity by checking the green checkbox. Then enter the new quantity for the product.

*Ship Per: (shipping cost per unit)
When a product is added to the Quote, the Ship Per column will display a  GET  link. Click this link to calculate shipping for the product. Shipping is calculated depending on several factors.
   ~ Some products are assigned a fixed rate, depending on carrier, weight and volume. In this case, a shipping cost will be calculated and displayed for you to add to the Quote.
   ~ Many of our products are shipped via UPS. In this case, a UPS calculator will allow you to choose shipping type and way. The shipping cost will be displayed for you to add to the Quote.
   ~ If shipping cannot be calculated, you will be asked to return to the Quote Mark-up Page where an empty text field will be displayed for manual input. An entry will be made in the Quote Notes with as much shipping information as possible. This information can be used to get a shipping quote by phone.

Manually input shipping cost for a product by checking the green Edit box for the product. Input the shipping cost.

Any of this information can be added or edited together or individually throughout the Quote Mark-up Process.
Click UPDATE PRODUCTS to make your changes.

PRINT QUOTE:

When all necessary information is complete on the Quote Mark-up Page, the option to print the Quote becomes available.
Don’t show Contact Name on Quote
If you would like the Quote to be printed using the Bill To Company Name only, check this box before proceeding.

Click PRINT to finalize and print the quote.
You can return to the Quote to make adjustments at any time.

OPTIONS

At the bottom of the Quote Mark-up Page, you will find a group of options.

RETURN TO:
~ Select Contact to return to the originating Contact Page.
~ Select My Page to return to your Representative Page.
You can chose to keep or delete the quote at this point by selecting the appropriate radio button.

DUPLICATE: Select a different contact and click DUPLICATE. The product list will be added to a new quote with the new contact information. Shipping will need to be set for the new shipping address.

Go to the Eco-$mart Catalog section: Select a section of the catalog to browse. You can use your browser back button to return to the Quote, or log in to your Representative Page to return to the Quote later.