Yes, you can create and send a customised quote by adjusting the assortment for a specific customer. Follow these steps:
1. Go to Assortment
Click on Assortment in the right-hand menu to add products or packages.
2. Add a new product or package
Click on the green “+ Add Product” button at the top.
Select “Food/Drinks” if you want to add a single product.
Select ‘Package’ if you want to create a composite selection.
Enter the name, description and price of the product or package, according to the customer's wishes.
3. Create a new quotation
Go to the Agenda and open the customer's order.
Scroll to ‘Create and send quote’ and click on the green ‘+ Create and send quote’ button.
4. Add the products to the quotation
Select the products or packages you added earlier.
Check that the correct quantities and prices have been entered.
5. Select a quote template and send the quote
Select a suitable quote template.
Click on ‘+ Send quote to customer’ in the top left corner.
The email is already prepared in the window that appears on the right. Click on ‘Send’ to send the quote.
Do you have any questions about this? Please feel free to contact us!
Kind regards,
The Catermonkey Team 🍌