● Overview of the Quote Editor ● Adjust Order Prices with the Quote Editor |
The Quote Editor is a tool that enables pricing adjustments to an order and entering prices for manual quote jobs.
To open and view an order in the Quote Editor
1. Go to Administration > Order View.
2. Click the price in the Quote field to open the Quote Editor in a separate browser window.
a. Information available for display on the Quote Editor includes:
● Order Summary—Summary of the entire order is shown. Each item and order-level adjustment has its own line in this area. Tax information and order totals also display. One item is always selected (highlighted in blue).
● Item Details—Displays detailed information about every unit in the order.
● Refresh—Click Refresh at any time to retotal all values displayed on the page.
Note: This is what you are most likely to need when making changes in the Quote Editor. For example, when a small set of values (such as for a single shipping fee or a single print option) required manual quotes. Simply type in a value for the missing price and click Refresh. The new price will be incorporated into the existing quote and all values will be added to yield new totals.
● Recalculate Order—Click Recalculate Order to discard the quote entirely and to re-price the entire order based on the current job options, buyer settings, and current price sheets.
Note:
You will most commonly
use this when something large happened with the order or the pricing,
such as:
1. Major changes were made to the job
quantities after an order was placed. For example, a buyer placed
an order for 10 copies but later contacted you and requested the quantity
be modified to 10,000 copies. For the order to be priced correctly, all
bulk discounts for , print services, impressions, shipping and other
components would need to be fully re-priced to reflect the bulk discount.
This is a lot of work to do by hand, looking up and changing each value
individually. Using the Recalculate Order
button will allow you to compute revised pricing without needing to do
any manual work.
2. Major changes were made to the ticket
options. For example, modifications to finished size may affect
the impression and sheet counts if a regular print job gets converted
to wide format or vice versa. Use Recalculate
Order to ensure the resulting quote fully reflects the intended
pricing (including tedious to compute impression modes) for the order.
3. The buyer was assigned to the wrong
company or Print Shop. In this case, an incorrect set of price
sheets were used. After the user is assigned to the correct company or
Print Shop, use the Recalculate Order
button to ensure the correct prices are used.
4. The site- or company- or Print Shop-level
price sheets were incorrectly assigned so incorrect price sheets were
used for one or more orders. Use the Recalculate
Order at any time before marking the order as shipped to use the
intended pricing. (Note that restrictions may apply for credit card orders
that have their prices increase after they are approved and paid for by
buyers. The details will depend upon the credit card gateway and/or merchant
account settings.)
5. The price sheet had incorrect data.
Perhaps you mistyped the pricing for your common , or your MIS connection
was temporarily out-of-service and you missed price updates for a lot
of your products. After correcting the underlying pricing data,
use Recalculate Order to adjust
prices easily as needed.
● Recalculate Data—Click Recalculate Data to discard a particular job’s quote entirely and re-price that job based on the current job options, buyer settings, and current price sheets. This is the same as Recalculate Order but changes the pricing for only the currently-selected job (pricing for the other jobs in the order will not be modified).
b. Save Changes—Click Save Changes to save any changes you have made.
Note: The Save Changes button will also send an email notification to the buyer in two cases: (1) when there is a status change (e.g., no longer requires quote) and (2) if the job was already approved but the price was changed. For more information on setting up email notifications, see Editing email Messages. The order status changes to “User Approval Required.”
● Items that require
a manual quote are outlined with red boxes.
3. To edit an item, click Edit for the line item then make changes as needed to the quantity, unit price, and price. (If you supply a new unit price, the adjustments appear in the Item Details section as “Adjustment to price per unit of...”.)
Note for Customers Using the VAT Taxation Model: When a buyer places an order with multiple VAT rates, the Quantity field will be non-editable. For information on the VAT Taxation Model, see VAT Taxation Model.
4. Click Add Order Adjustment.
5. On the row created for the new “Adjustment,” type a Description of the order adjustment, such as “Custom binding.”
6. Type the price in the Price column.
Note: If the type is Adjustment, you can enter a positive or negative amount. All other types are preset to determine whether the price adjusts upward or downward. (For example, a discount will display as a negative amount, a fee as a positive one.)
7. Check the Taxable box to specify that the adjustment is taxable (if the order is otherwise tax exempt).
8. To edit the tax applied to all taxable items, select a tax authority group from the Tax pull-down list.
Note: The Tax Authority Group pull-down list will not be available when external tax integration is selected for the site. For more information on external tax integration, see “External Tax System Integration” in the Taxation Configuration topic.
9. Click Refresh.
10. Click Save Changes.
To adjust pricing for an item detail in the Quote Editor
You can adjust the pricing for an item in the order in the Item Details section.
1. Scroll down to view the Item Details and edit any of these fields:
a. Description
b. Unit—select the billing unit from the pull-down list.
Note: For information on how to configure billing and range units, see Billing and Range Units.
c. Taxable status
d. Units Per Item—how many of the units are included in the item; a 30-sheet job three-hole punched would contain 30 units of drilling.
e. Units Charged
f. Price Per Unit
g. Component Price—if not edited, MarketDirect StoreFront will calculate component price as Units Charged x Price Per Unit. However, you can adjust the component price here.
● To adjust component price, enter a price directly in the Component Price column.
● Click the checkbox to change the tax status; when checked, the item is taxable.
2. To add a new charge or discount for the item, click Add Adjustment.
a. Use Add Adjustment for a single fixed flat-fee adjustment (such as a special set-up fee of $12.00 for the whole order).
b. Use Add Quantity Adjustment to apply a charge that will vary with the quantity (such as a handling surcharge of $2.00 for each unit requested).
Note: Note for Customers Using the VAT Taxation Model: When a buyer places an order with multiple VAT rates, the Quantity field will be non-editable. For information on the VAT Taxation Model, see VAT Taxation Model.
3. From the Description pull-down list in the new row that is created, select a type (such as fee or discount) and a new value in the text box below the pull-down list describing the adjustment (such as “Special Order Surcharge”).
4. Select the Unit (billing unit).
5. Check the Taxable box if the adjustment is taxable.
6. If the item’s price is fully determined, but there are still some red boxes that require a manual quote, click Clear Manual Quotes.
Note: If you are adjusting pricing in a kit product, check the Kit Part pull-down list before clearing the manual quotes. The red boxes will no longer display.
7. Click Recalculate Data to re-price the item / selected job in the order based on (1) current job options and (2) the buyer’s current price sheet.
Note: This Recalculate Data button re-prices only the selected job (not the entire order).
8. Click Save Changes in the top right-hand corner of the screen.
Note: The Save Changes button will also send an email notification to the buyer (e.g., prompting for approval or cancellation or sending a price change notification if the price changes after the buyer has already approved a previous price) if you have configured this status to automatically send an email. For more information on setting up email notifications, see Site Settings - Email Settings Tab. The order status changes to “User Approval Required.”
9. Close the Quote Editor window to return to the Order View page.
● Overview of the Price Sheet Management Page
● How to Use Special Pricing for a Company or Print Shop
● Adjust Prices Using the Quote Editor