Sample Quote - 2 Item Group


Before adding the two item group to a quote, the quote must first be created. (See Creating a New Quote)

Once a quote has been created, the first item in the group can be added. 


First Item - Booklet & Cover

Details

Step     Action

  1.       Under Items, hover mouse over {New} to open drop-down and then select 

            {From Scratch}. A New Quote Item page will open.


  2.     Complete the Details fields with the following:

Field
Value
Name
Booklet - Cover
Description
8.5 x 11 - 4/0 Bleed

           Note: The remaining Detail fields can be completed as needed. For more information 

           on the additional detail fields, see  Items - Creating a New Item from Scratch.

  3.      Select {Save}.


The additional tabs will become available once the New Quote Item page is first saved.


Pricing Tab

Step     Action

  1.       Select the Pricing tab.

  2.     Select {New} under Quantity. A modal New Quantity window will open.

    3.      Enter 50 in Quantity field. 

             Note: The remaining Pricing fields can be completed as needed. For more information on the 

             additional pricing fields, see  Items - Pricing.

    4.      Select {Save}.


Stock Tab

Step     Action

  1.       Select the Stock tab.

  2.     Complete the Stock field values as follows. 

Field


Value


Stock

1. Select {Add Stock}. An Add Stock modal window will open.
2. Select "8pt C2S Coated Cover 12x18" by checking box on the left-hand side.
3. Select {Add}.

Run Size

12 x 18

Flat Size

11 x 17

Finish Size

8.5 x 11

Up

1

           Note: The remaining Stock fields can be completed as needed. For more information on the 

           additional stock fields, see Items - Stock.

  3.      Select {Save}.



Press Tab

Step     Action

  1.       Select the Press tab. 

  2.      From the fields under Press, select "Digital" from the first field drop-down and

           then "Digital Color Pressfrom the second field drop-down.

           Note: The remaining Press fields can be completed as needed. For more information on the 

           additional press fields, see Items - Press.

  3.      Select {Save}.


Finishing Tab

Step     Action

  1.       Select the Finishing tab.

  2.      Enter 4 in the Post Cuts field.

  3.      Select {Save}.



Department Item Tab

Step     Action

  1.       Select the Department Item tab.

  2.     Select {New}. An Add Department Items modal window will open.

3.      Select "Saddle Stitch Machine" by checking box on the left-hand side.

4.      Select {Add}.

         Note: For more information on the Department Items, see Items - Department Items.


This completes the first item. Once a first item has been created, the second item in the 

group can be added. 


Second Item - Booklet Insides

Details 

Step     Action

  1.       Under Items, hover mouse over {New} to open drop-down and then select 

            {From Scratch}. A New Quote Item page will open.


  2.     Complete the Details field values as follows.

Field


Value

Name

Booklet - Insides

Description

8.5 x 11- 1/0

          Note: The remaining Detail fields can be completed as needed. For more information on the 

          additional detail fields, see  Items - Creating a New Item from Scratch.

  3.     Select {Save}.


The additional tabs will become available once the New Order Item page is first saved.


Pricing Tab

Step     Action

  1.        Select the Pricing tab.

  2.      Select {New} under Quantity. A modal New Quantity window will open.

    3.      Enter 50 in Quantity field. 

             Note: The remaining Pricing fields can be completed as needed. For more information on the 

             additional pricing fields, see  Items - Pricing.

    4.      Select {Save}.


Stock Tab

Step     Action

  1.        Select the Stock tab.

  2.       Complete the Stock field values as follows:

Field


Value


Stock

1. Select {Add Stock}.  An Add Stock modal window will open.
2. Select "60lb Offset 11x17" by checking box on the left-hand side.
3. Select {Add}.

Run Size

11 x 17

Flat Size

11 x 17

Finish Size

8.5 x 11

Up

1

           Note: The remaining Stock fields can be completed as needed. For more information on the 

           additional stock fields, see Items - Stock.

  3.      Select {Save}.


Press Tab

Step     Action

  1.        Select the Press tab. 

  2.       From the fields under Press, select "Digital" from the left-hand side drop-down and 

            then "Digital Color Press" 

            from the next drop-down.

  3.       Under Double-Sided section, enter 5 in the Black and White Sheets field.

            Note: The remaining Press fields can be completed as needed. For more information on the 

            additional press fields, see Items - Press.

  4.      Select {Save}.


This completes the second item. 

Once the second item has been created, the two items can be grouped. 


Grouping Item 1 and 2

Step     Action

  1.       Select entries 1 and 2 under Items section by checking boxes on the left-hand side.  

 

  2.      Select {Group}. A New Item Group modal window will open.


  3.      Complete the fields as follows:

Field

Value

Name

20 Page Booklet with Cover
Description

8.5 x 11 20 pg Booklet + Cover

  4.      Select {Save}. A results window will pop up to indicate the order
           items have grouped. The new group will be visible in the Items table.

  5.      Select X to close pop up results window.