Quote section gives you every bit of information of the product that your customer has order from your store. Once you get the information you can send it for manufacturing and followed by delivery.
Navigate to Quote → Artwork Quotations, you will get the list of the artwork products ordered by your customers. You will get the basic information of the order like Quotation ID, Customer Name, Amount, Salesperson, Status, Opportunity Date, Created Date, Edit and info. [1]
Now click on the Order or the Edit icon for which you need to send it to manufacturing. Here you will get all the details of the order like customer name, address, amount, and much more. [2]
Scroll down to the Order Line section, here you will see the Product Name, Description, Customer Note, Customer Image(Image Uploaded by your customers), Artwork Comment, Artwork Image, Approval Status, Quantity, Unit Price, Taxes, Subtotal, and Action Items. [3]
In the Other Info you will get the information related to the Sales, Invoicing, and Delivery. [4]
Now click on the Edit button at the top and upload the Artwork Image from the Order Lines for approval. [5]
Once you upload an image click on the Artwork Approval button to send to your customers.
In the approval mail, your customer has to click a hyperlink to approve the design uploaded by you. [6]
Your customers will have three options for the Approval i.e Accept, Accept with Changes, and Resend With Comments. [7]
– Accept: This means your customer has accepted the design you have sent to them. [8]
– Accept with Changes: This means your customer has accepted and added the comments for the design. [9]
– Resend with Comments: This means your customer has refused the design you have sent to them.
Once your customer has rejected the design you can send it again for the approval.
Note: Your customers can only refuse the design three times. After the third time the order will get rejected.
Once your customer has accepted the design, Approval Status will be Accept else it will show Reject.
Also by scrolling down to the page, you will get all the information of the activity. [10]
Once you Confirm the order you can Create Invoice or Send an Email of the product. [11]
