Before you create your first quote, confirm that the following are in place. Work through them in order; each is covered in its own chapter.
Checklist
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Products — the catalog your quotes match against is loaded. Compatio loads it for you; check that it is there. See A3 Products.
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Manufacturer price lists — the manufacturers' files are uploaded and the lists are Live. A price list can be added at any time, not only at setup. See C4 Manufacturer price lists.
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Templates — at least one quote template and one document template exist. The quote template fixes how quotes price; the document template fixes how they look. See C3 Templates.
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Customers — the accounts you quote to are in the list, with contact and bill-to address. See A4 Customers.
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Your profile — your name and contact details are correct. See A5.1.3 Your profile.
To confirm the setup is complete
Procedure
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In the left navigation, select Quotes > My quotes.
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Select + New quote, then Continue.
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On Details & template, check that the Customer list offers your customers and that the Quote template and PDF quotation lists each offer at least one template.
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Select Cancel.
If any list is empty, complete the corresponding item in the checklist. When all three lists are populated, start your first quote: C2.2 Starting a new quote.