Creating a Quote
Access the shopping cart by either clicking on “Buy” in the main PyraCloud navigation bar and selecting “Shopping Cart”.
Or click on the Shopping Cart icon in the top right hand corner of the PyraCloud page.
To create a quote for the product in the cart, click on “Create Quote”.
Clicking on “Create Quote” will open up the below page:
Fill in the required details and click on “Create Quote” which will generate the quote instantly.
You will be navigated to the “Quote Details” page as shown below.
The “Quotes” section under the “Inventory” menu tab provides a list of all the quotes which have been generated.
To access the quotes click on the “Inventory” tab in the main PyraCloud navigation and select “Quotes”.
This will take you to the Quotes Page.
Use the search to customize and filter your results.
Customizing Grid View
You can also customize the columns in the quote list.
On the top right hand side of the grid, click on “Customize”, this will open a list of all available columns.
All columns that are currently displayed have checkmarks next to their names. Tick the check mark against the columns that needs to be displayed and untick the check mark against the columns that you would like to hide.
In order to have these customizations available on next login, click on “Save Configurations”.
To change the order of the columns, drag a column header and drop it to a new position.
In order to get a detailed view of the quote, simply click on the line item and you will be taken to the Detailed Page view.
You can also click on the magnifying glass or 3 dots (…) in the “Action” column and then click on “Details”.
The “Quote Detail” page will show all the products in the quote. To view more product details, click on magnifying glass icon on right hand side as shown below:
Clicking on the magnifying glass icon will display the product details as shown below:
If you need more information about Orders and Invoices or how PyraCloud can help with your end-to-end software transactions please click on the hyperlinks to read the knowledge articles.