Branch Quotes are Quotes that have been done for you by your branch team, you can view these by clicking on Branch Quotes under My Account.
This will open a page displaying your most recent quotes
Filter Branch Quotes by Date
To look up your Branch Quotes by Date Range click on Branch Quotes under My Crane Account, this will take you to the page displaying your ten most recent orders, however you can view Branch Quotes from any period by simply adjusting the date range filter.
To do this click on the Order Date Range calendar icon next to Order Date Range to set the from date, and the one next to the to field to set the "To" date, then click the search button.
If you want to view all Branch Quotes done for you over a particularly long period you might need to change the Results per Page filter
Otherwise they’ll be spread over more than one page and you’ll have to click through the pages to see them all. (You can view up to 100 invoices on a single page).
To reset the date range and start searching over again, simply click the Clear All Filters button.
Filter Branch Quotes by Job
If you use a common job number (or word) at the point of sale for each of your jobs, you can use this to look up all Quotes containing this reference.
To do this, simply enter all or part of the Job Number or Name you use for the Job into the Your Ref field and click the search button.
This will return the 10 most recent Quotes containing your job name or number in the Your Ref (Customer Order Number) field within the date range you specified.
If it is a very big job you might need to change the Results per Page filter
Otherwise they’ll be spread over more than one page and you’ll have to click through the pages to see them all. (You can view up to 100 Sales Orders on a single page).
To clear the job number and start searching over again, simply click the Clear All Filters button.
Open/View Branch Quotes
Once you have found the Quote you are looking for you can open it by clickinig on the Quote Number or the view icon next to it.
This will open a copy of the quote for you to view online.
Before long you'll be able to:
- Submit the quote as an online order
- Transfer the contents of the quote onto a Quote to issue to your customer
Accepting Quotes Online - Coming Soon
Coming Soon - Watch This Space!!!
Converting Branch Quotes into Customer Quotes
Coming Soon - Watch this space