There are two ways to produce quotes in printIQ:
‘Simplified’ is as it says, a very simple, straightforward process with very few options. This will be the main quoting method used by customers and Account Managers for ‘catalogue’ work.
You will see when you select a stock, a list of all the stocks contained within IQ is available. You will see the same in the other fields as well, all options will be shown:
Fill out all the required finishing to complete the quote:
Once complete, click ‘Get Price’.
**If you want to override IQ default calculated imposition options, you can do so by clicking on the ‘spanner’ icon next to the ‘Production Method’ box:
This will open up the 'Advanced Production Options' window:
For further training on this, see document: QUOTING - Custom - Advanced Production Options
‘Production Method’ (selectable without having to open the ‘spanner) lets you select a preferred method:
You will see a description of the job along with the price:
Below that you will see the breakdown of the component pricing. You can a variety of additional operations within this section of the screen:
If you click on this line of information you will see a drop-down of all other possible print options for this job:
It will be ordered by cheapest path to the most expensive:
You can click on any of these options to change the quote.
You can click the ‘Edit’ button to open up the costing of the quote:
*Auto balance will retain the relationship between unit/time costs to charge rates. Turning this off will make all fields ‘free type’ with no relation to each other.
Click the ‘+’ button to open the section to reveal more information:
Click ‘Outsource’ to select a component on the quote to be outsourced:
Click ‘Print’ to print a copy of the quote workings:
Once you are happy with the quote, click ‘Proceed’ to continue.
From here you can edit the ‘Job Title’ and also the ‘Description’ and select your dispatch address.
You can ‘Add More Products’ to the quote by clicking the '+' button next to the shopping cart at the top of the screen:
If you have a quote with more than one product on it, you can access the other items by clicking on the shopping cart icon. Here you can choose to 'delete', 'Edit' or 'Copy' the item:
Click ‘Complete Order’ to accept the quote and turn it into a job.