How to convert a saved Quote into a Consignment

Converting a saved Quote into a Consignment

When a Quote is created it will be stored in the View Quotes page with a set expiry date.

Note: The default quote expiry is 30 days.

When a customer agrees to the quoted price you can then create a Consignment. This can be completed in the following ways:

• From View Quotes Grid: You will see a list of active Quotes. Click on the Cog button on the corresponding Quote and choose the Create Consignment option.
  
  

• From View Quote screen: This page allows you to see the detail of a Quote, you will find the Create Consignment button in the bottom right of the screen. 
  
  

• When adding a new Quote: When you are about to create a new Quote, you also have the option to create the Consignment at the same time. 
  
  

Creating the Consignment Screen

Once you have selected one of the above methods you will get to the Create Consignment screen. This will have all the details of the original Quote filled in. 

If you used Saved Locations in the quote, most of the address information is already filled out. If necessary, you can change any location information on this page. By updating the location name, you are also able to select a location from your saved locations. Should you only have provided a sending and receiving suburb, then that will be all that will be filled out and you will be required to populate the missing information. 

Note: The route will already be waiting for you at the bottom of the page. Select Create Consignment and the consignment will be created. 

If you change the delivery method details or the items in any way from the quote, the original price will be lost, and a new price will need to be calculated by selecting Generate Routes.

Click Generate Routes