How to Create a Quote- New Sale
Pricing
If adding a self service product , service will default to Self Service If adding an install product , select the Service type If using a promo, select which one Processing Fees for products will auto-populate. If they need to be reduced, rolled, or waived do so in this section If a product normally installed by a Scentair Tech is going to be self-installed, (ex; A ScentDirect) this will trigger an approval process automatically to tech services For Install fees, check off if the install is being charged, rolled, or waived. Then, in the Quote Summary, on the right side, scroll to add the TOTAL install charge of the entire contract
Powered by FlippingBook