How to Use Quote Center
Quote Center Overview
The Quote Center allows users with purchasing permissions to create, view, and manage quotes and drafts in one place, easily find existing quotes by job or quote number, and convert quotes into orders.
Quotes
Create a Quote: There are two convenient ways to create a new quote within Quote Center.
Simply turn one of your My Lists into a quote
Copy and paste a quote from a spreadsheet. This will create a Draft of your quote that you can then Save as a Draft or Request Quote to send to your Ferguson sales associate to review.
Search and Filter Quotes: Use the search bar to search by Quote #, Job Name, PO #, or creator. Use the All, Pending, Ready to Order, or Account filters to narrow a search even more.
Pending – the draft has not yet been reviewed; however, it can still be converted to an order
Ready to Order – the draft has been reviewed
View Quote Details
Clicking a quote name shows comprehensive details including quote number, status, dates, account info, job name, PO number, summary, order button, and notes for salesperson communication. Comments from sales associates appear alongside product lines for clarity.
Modify Quotes
Users can add notes or products to quotes and remove selected items as needed.
Order from Quotes
Users can quickly turn quotes into orders by ordering all or selected items, print quotes as needed, and choose to keep items in the cart or save them for later using the Flip Quote to Order feature.
Drafts
Drafts enable quick pricing and quoting without waiting for associate review. Drafts can be submitted and processed like normal quotes or can be saved and converted into orders when ready. Similar to the functionality available in Quotes, users can search for Drafts utilizing the search bar and filters, review detailed information, and make modifications as needed.
Create a Draft: There are two easy ways to create a new quote in the Quote Center:
Convert a My List into a quote
Copy and paste items from a spreadsheet.
Shopping Cart Integration: Users can save their current cart as a draft or request a quote by adding job name and PO number, with flexibility to edit, add, or remove products before submitting to a sales associate.