Sample Quote - 4.25 x 5.5 Black/0 Pads of 50


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 4.25 x 5.5 Black/0 Pads of 50 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
Note Pad
Description
4.25 x 5.5, Black/0, Padded in 50's
Units of Measure
Pads Of
Sets
50

            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 75 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 "20lb White bond 11x17" by checking box on the left-hand side.
3. Select {Add}.

Run Size

11 x 17

Flat Size

4.25 x 5.5

Finish Size

4.25 x 5.5

Up

4

           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 B/W" from the next drop-down. 

  3.      Under Single-Sided section, enter 1 in the Black 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}.


Finishing Tab

Step     Action

  1.       Select the Finishing tab.


  2.      Under the Cutting section, enter 2 in Post Cuts.

  3.      Select {Save}.

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


Department Item Tab

Step     Action

  1.       Select the Department Item tab.


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

3.      Select "Pads - 50" by checking box on the left-hand side.

4.      Select {Add}.

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