Quote it, sell it, get the core back.
Sell to other shops and operators without tying up stock on a maybe.
Quotes
- A quotation is a priced offer that does not hold stock until the customer accepts it
- Share a quotation with a public link, with no login needed on their end, for a customer with no email on file
- Add a few photos to a quotation; its parts' certificates go out with it automatically when you email it
- Paste a customer's list of parts and get a draft quote from what you hold, with prices from your own price rules
- Type a price right on a draft quote in the Quotations list, without opening it
Selling and shipping
- Mark a sales order shipped and its packing slip is ready to print: shop letterhead, ship-to, parts and quantities, no prices
- Proforma invoices for customs and international shipping, from any sales order
- A pick ticket in shelf order, a certificate of conformity, and credit memos for returned parts that can never credit more than was sold
- Part sheets, sales orders, quotations and exchanges email straight to the customer, styled with your own shop's branding
Exchanges and cores
- Ship the serviceable part and track the customer's core coming back
- Get flagged automatically if a core is still outstanding 14 days past the due date
Questions
- Does a quote hold my stock?
- No. Only converting it to a sales order does.
- Can a customer view a quote without an account?
- Yes. Share it with a public link; no login is needed. The link is kept out of search results.
- Can I refund more than I sold?
- No. A credit memo for returned parts can never credit more than was sold.
Keep reading
Try it with your own parts.
14 days free. No credit card required.