Sample Quote - 8.5 x 11 2/0 Letterhead


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

Once a quote has been created, the 8.5 x 11 2/0 Letterhead item can be added.


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

Letterhead

Description

8.5 x 11, 2/0

            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 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 1000 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 fields with the following:

Field


Value


Stock


1. Select {Add Stock}.  An Add Stock modal window will open.
2. Select "60lb Offset White 8.5 x 11" by checking box on the left-hand side.
3. Select {Add}.


Run Size

8.5 x 11

Flat Size

8.5 x 11

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 "Offset" from the first field drop-down and 

           then "Offset" from the next drop-down. 

  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.