Quote settings

Quote settings

Overview

You can create a quote for your customers. You can use the quote settings to personalize your quote templates and streamline your quotes.

This includes:

Administrator rights required

Open quote settings

  1. Select your username in the top right and then select Settings.

  2. Click on Sales and thenselect Quotes Settings.

Stages

Stages are useful for filtering specific types of quotes. To apply Stages to a new quote, you will
need to request your Cin7 Omni Onboarding specialist or Cin7 Omni Support or to enable this on for you.

The stages can either be represented in the list page as a drop-down list, or a checkbox list. To
toggle between each type of appearance, select the appropriate option from the Display
drop-down.

Add more stages

  1. Select Add Group.

  2. Enter a Group Name.

  3. Scroll to the bottom of the screen and select Save.

User access

User Access controls who can view the quotes in Cin7 Omni.

Yes - All users can see all orders.
View Only If Selected As Created, Processed or Sales Rep - Users can only view the order if they created it, Processed it, or are assigned as the Sales Rep.
Yes - Show Users To Filter - "Show Users to Filter" does not currently do anything.

If you'd like to remove access to the entire module, you can disable it from User Settings.

Additional search fields

Select any of the additional fields shown to add additional search boxes to the Quote List Page.

Show additional columns in the list

You can add additional columns to the Quote List page for the fields listed here. This will allow you to add extra information to the list should you need it.

Selecting Managers only will only reveal this field to those users that have been assigned Manager permissions to this module.

Bulk update

You can choose which fields you can bulk update for quotes.

Bulk email

Multiple quotes can be emailed to your suppliers using bulk email.

  1. Select Add Email.

  2. Three fields will appear: In the first, select the Email template to be used for the bulk email.

  3. Select a Default "From" Email address if the email is to always be sent from the same user.

  4. Select a Default "To" Email address if the email is to always be sent to the same person.

  5. Select Save at the bottom of the page to confirm the changes.

Update channel upon entering review

If you have added integrations with sales channels, you can choose to update these channels with stock numbers and order statuses for them every time you enter the review screen for a Quote.

This may be useful if you have received stock and you wish to update your ecommerce platform
with the most recent stock numbers.

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