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Automatically Adding Required Items to Your Quote

Labor and Accessories can automatically be added to the quote!

Setting Up Required Items

The Required Items tab allows users to assign single or multiple items to a "master" item, automatically adding them to the quote when selected. 

To set up the necessary items, first, you must create an entry for the main item, which we'll call the master item. Then, you will list the required items under that entry. This will NOT create a new product in the Product Database.  You need to enter an item that already exists or create that item in the product database after closing this window.

Select the Products > Required Items menu to display the Required Items window.

Three steps for creating required items:

1. Click on the [Add] button to select the master item. The master item is an item that will have other required items. The Product Lookup window will be displayed so you can find the master item, select it, and click on the [Select] button to add it to the Items with Requirements list.
2. To use Etilize items in Required Items, search or select them from Etilize Folders under Etilize Product Source. Ensure to choose the vendor before adding an item to Required Items. If the vendor is not selected, QuoteWerks will automatically use the first vendor available for that item when it's added to the document from the Required Item. Additionally, real-time pricing and availability are updated upon adding the item to the document.
3. To specify which items are required by the master item, select it, and click on the [Edit Items] button. The Required Items window will then appear: Click on the [Add] button to add the required items for the master item. The Product Lookup window will be displayed so that you can select items required by the master item. Once you have selected the item(s), click on the [Select] button to add the item(s) to the Required Items for Master Item window.

Creating Bundles or Kits

When you create quotes, many times you may quote the same group of products over and over.

If you do, you should take advantage of QuoteWerks’ bundling feature.

Creating bundles allows you to specify a group of products to be added to your quote all at once without having to manually remember to add each product.

To streamline your quoting process, utilize QuoteWerks' bundling feature. Bundles enable you to group products for quick addition to quotes without manual entry.

To create a bundle:

1. Go to Products → Bundles menu or use the icon in the toolbar.

2. Click [New], enter a name for the bundle, and click [Ok].

To add a bundle to your quote, click on the Bundles icon from the icon toolbar. Select the bundle you want to include in the quote, and click on either [Insert into Quote] or the [Add to Quote] button. Inserting the bundle will place it above the selected line on the Document Items tab; adding the bundle will place it at the very bottom. A window will appear asking you how many of this bundle you want to add; enter the appropriate number and click "Ok."

Configurator for Product Selection

Reduce Training Costs and Sales Rep Mistakes!

Create configurable products and services to automate the pricing of complex products based on the customer’s needs at the time of quote creation.

The QuoteWerks configurator simplifies building a quote by presenting the sales rep with a list of products to choose from step-by-step.

1. Select the Products → Configurator menu or the icon on the toolbar to display the Configurator window.
2. To create a new configuration, click on the [New] button.
3. In the following window, enter a name for the configuration.
4. Click on the [Ok] button to save the configuration name.

To clone an existing configuration, click the [Clone] button.

If you have any questions, call us at 407-248-1481 to speak with one of our representatives today, available 9AM-5PM Eastern, Monday through Friday. You can also email us at sales@quotewerks.com or contact your QuoteWerks Reseller.

Thank you for your business!

Sincerely,

MaryGrace Adamson

Community Coordinator

Aspire Technologies, Inc. / QuoteWerks®