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ReoQuote

  • Contact Details Tab

    Before you begin Ensure you are logged into the Elda(Chrome) ReoQuote Application.  See our article Getting Started with ReoQuote for more. The Contact Details Tab Once the product information and del...

  • Adding Notes

    Before you begin Ensure you are logged into the Elda(Chrome) ReoQuote Application.  See our article Getting Started with ReoQuote for more. The Notes Tab Within the Notes Tab you have 3 sections to en...

  • Pricing Details Tab

    Before you begin Ensure you are logged into the Elda(Chrome) ReoQuote Application.  See our article Getting Started with ReoQuote for more.   Pricing Details Tab The pricing details tab allows staff t...

  • Attachments Tab

    Before you begin Ensure you are logged into the Elda(Chrome) ReoQuote Application.  See our article Getting Started with ReoQuote for more. Attachments Tab The Attachment Tab is only accessible, once ...

  • Payments Tab

    Background The payments tab within the ReoQuote is only accessible, when the customer is an allocated Cash Sale or CBD (Cash Before Delivery) account. In order to process the quote into an schedule, t...

  • Follow Ups Tab

    Before you begin Ensure you are logged into the Elda(Chrome) ReoQuote Application.  See our article Getting Started with ReoQuote for more. Follow Ups Tab The follow-ups tab allows staff to enter in a...

  • Committing a ReoQuote to a Schedule

    Before you begin Ensure you are logged into the Elda(Chrome) ReoQuote Application.  See our article Getting Started with ReoQuote for more. Committing a ReoQuote to a Schedule 1. Proceed to the ReoQuo...

  • Fast Track Sales in ReoQuote

    Background Fast-track sales allow staff to bypass the manual process of creating a schedule, manifest and invoice for walk-in customers who wish to purchase stock products for collection. For cash sal...

  • Find Customer Window

    Background The Find Customer window allows users to find or edit existing customers or add new customers. Before you begin Ensure you are logged into the Elda(Chrome) ReoQuote Application.  See our ar...

  • Searching/Finding Existing Quotes

    Background The Quote Browser window allows you to find and retrieve quotes that were made by you or other users between any selected dates. By default, the window shows the quotes made by you within t...