A quotation also known as estimate is a document that covers the parts or services you’ll need to complete a job and approximately how much they will cost. Quotations are sent to customers before the commencement of a job for acceptance. Once accepted by the customer, technicians will perform the services or replace the parts listed in the quote to complete a job.
A quotation can be created in Zuper in any of the three ways listed below.
A quotation also known as estimate is a document that covers the parts or services you’ll need to complete a job and approximately how much they will cost.
2. Under the “Configurations,” select “General Settings,” and you can set the Discount from the “Discount Options.”
Discount Type – From the drop-down menu, choose “Percentage” or “Amount” as a discount type.
Apply Discount At – From the drop-down menu, choose “Transaction Level” or “Fixed Line-Item Level” as a discount apply option.
Select the “Save Settings” button to pre-define the settings.
You need to pre-define the discount and fees under the parts and services. The pre-defined discount and fees can be added during the Quote and invoice creation. The discount is based on the transaction level or overall billing of the parts and services based on the minimum or maximum value set. The fee is usually the transaction fee applicable for the product.
3. A “Create New Discount / Fee” dialog box appears.
Enter / Select the details.
Note: Discount code can be applied only if the amount exceeds this minimum limit.
For transaction level discount, the subtotal must be taken. For line-item level discount, the total must be taken (Quantity * Unit Price)
Discount Cap (Maximum value of discount)
Minimum Limit (Only applicable for discount; if a fee is chosen, then Minimum Limit and Discount cap must not be present)
If the amount type is chosen as Fixed, then Discount Cap is not required. It can either be greyed out, or the field need not be displayed.
· Max Amount – Enter the maximum amount applicable for the discount/fee.
Note: Maximum value of the discount that can be applied:
§ Example: If the total is $ 100,000 if we use a direct discount of 10%, then the discount value is $10000
§ Instead, if the Discount cap is set to $700, then in the above case, the discount value will be $700.
4. Select the “Edit” icon next to the “Discount” option.
Click the “Add Fee” button.
The estimates are important part when comes to field service and with Zuper's quotes, you can easily create, update and send quotes to the customer in easy steps.
The edit option is enabled for the deactivated and rejected
quotes. This helps the user to recover the rejected quotes.
2. Under the “More” option drop-down, choose
the “Edit Quote” option.
Whenever businesses want to recover declined or rejected quotes, our new update helps them to edit the recovered quotes easily.