Create a quick email quote for any of your items. Once created, your Distributors can easily convert these quotes to orders in their DistributorCentral account.
- To start, log in to your DistributorCentral Supplier account
- If you're using SupplierCentral, the supplier statistics dashboard, click Go To Orders Dashboard to access the Orders dashboard
- Once the Order Dashboard load, go to the bottom right of the screen to find the Quick Quote section
- Enter any Product number, that you offer in DistributorCentral, in the Product No. field
- Next, enter a quantity in the Quantity field
- Click Add Item
- Repeat steps 3-6 to add multiple products to the quote if desired
- Once finished, click on Create Quote
- This will send you to the Quote Review and Confirmation page where you can add a customer, add your logo, and change the quote details.
- Click Update/Change Logo/Header Image to add a new logo. Once you've added a logo once, that logo will load for any future quotes as well.
- Click Lookup Distributor to find and assign a distributor to this quote. Once a distributor is assigned, they can find your quote in their DistributorCentral account where the distributor can easily convert to an order.
- Customize Quote details like product image, description, pricing, freight, and even details like disclaimers and other details
- Click Finish to save your changes and complete your quote
- Once created, the Preview Quote page will show the Quote Number, and who it was created by, along with your logo, distributor info, and product details
- To send the quote, click on the Email Quote button at the top. From the Email Quote page:
- Confirm the correct email address is pre-filled in the Recipient Email, add CC's or BCC's if needed
- Confirm the recipient's name or enter a new name
- Review or Edit the Subject
- Select to send as an attached PDF, a link, both an attached PDF & Link, as HTML, or both PDF & HTML