Add A New Quote for A New Customer

Add A New Quote for A New Customer

If you receive a quote request from someone who does not appear to already be in your AGG SMART Customers section, you can create a quote for them and add them as a customer at the same time.

First, ensure that they do not already exist in the system by searching for their name, company name, phone number, postal address, whatever information you have, in the search bar at the top of the page (1). If this continues to yield no results, click Quick Quote (2) to open the quote pane on the right hand side (3).

The information you enter in the Firstname / Surname / Company / Tel section (4) will create a new customer in AGG SMART with those details, with this quote against them. Whatever you last attempted to search for will be automatically entered into this section.








    • Related Articles

    • Using Quick Quote

      The best way to add a new customer to AGG SMART is when they call in to place an order. Simply click on Quick Quote (1) to bring out the New Quote panel (2) from the right hand side of the screen. The top section asks you to fill in information about ...
    • Add A New Quote for An Existing Customer

      To create a new quote or job for an existing customer, you have two options. Either way, begin by finding the customer in the search bar at the top of the page (1), then click SELECT (2) on the corresponding row. This will open up a list of previous ...
    • Quick Start Guide

      1) Links to the three main sections of the system are in the top right corner. Customers / Shipping / Tracking. First of all, you will need to add in some of your customers, so click the "Customers" link. 2) On this page you can search for any ...
    • How to Add a Pump Operator

      When adding a job that involves a pump, you have the choice within Pump Info to select the Pump Operator. By default, the only option will be Own Pump. This identifies that the pump is being operated by yourselves. However, that may not be the case, ...
    • Material Margin on Quote

      If you fill out your mix design batch details and material costs in the admin section, then AGG SMART can display your costs and margins when you are quoting a customer. You can also add fuel price per mile. AGG SMART will then let you know at a ...