Our latest update to the portal brings a brand new way to generate and manage quotes.
The update in September added the ability to save your quote as a PDF, but it removed the ability to save a quote for later, edit it, or convert it to an order. If you generated multiple quotes by editing your basket, you probably noticed that the quote reference number didn't change.
This caused headaches for everyone, so we've reworked quotes from the ground up.
You can now generate quotes in two ways; when you're looking at a product, you'll see there are two buttons: "Add To Basket" and "Add To Quote".
Option 1: Configure your product and click the add to basket button. Continue to add products to your basket, and when you've finished, proceed to the basket page as normal. You'll now see an option to convert your basket to a quote. Clicking this link will empty your basket and generate a new quote.
Option 2: Configure your product and click the "Add to Quote" button. Do this to as many products as required. When you're done, click the quote link at the top of the page to view your quote.
Whichever way you choose to create your quote, once you are viewing it, you will be asked for an email address, the billing address and shipping details.
If you have already signed in to your account, these fields will be pre-populated. If you're not signed in, or you don't have an account, you'll need to enter the email address for your procurement team.
Once you've entered your details, click the submit quote request button. Your quote will be saved and linked to the account of the email address that you entered. Each quote now has its own unique reference number.
Within a few minutes you should receive an email containing a PDF version of the quote, and the Stone terms & conditions. In the body of the email will be a link that you can click to accept the quote and place the order.
To retrieve a quote at a later date, you'll need to sign into your account using the email address associated with the quote.
Once logged in, click on the "My Account" links at the top of the page, and from the "My Account" dashboard, click the "My Quotes" link on the left hand side.
Here you will see a list of all your quotes, their status, and links to re-download the PDF.
Converting a Quote to an Order
To convert a saved quote to an order, log in to your account, click on the 'My Quotes' link on the left hand side and then click into the quote you want to convert.
When the quote has loaded, you'll see a 'Confirm & Checkout' button at the bottom of the page. Click this and the items will be added to your basket and you will be able to checkout as normal.
Generating Quotes Using Punchout
Due to the way that users are signed into Punchout accounts, it is not possible to generate and save a quote on the Stone portal. Instead, you should build your basket as normal, then transfer your basket back to your e-catalogue provider.
You should then be able to store it as a quote within your e-catalogue provider's site/your procurement software. Whenever you are ready to convert this quote to an order, you would simply convert it to a PO and send us the order in the usual way.