Content of the instructions:
Using the Offers View
In the Quotes section, you can view, edit, and approve open bids.
The offers are divided into the following tabs:
Own: Shows only the offers where you're listed as a seller.
By seller: Offers grouped by seller.
All: Shows all open offers.
On the My and All tabs, you can use filters to narrow down the offers you see.
Clicking on an individual quote line opens the quote preview window.
Preview Window Actions
In the offer preview view, you can, among other things, edit, accept and reject the offer.
Email a offer
The offer can be sent to the customer by clicking the Email button in the preview. In the window that opens, you can configure the following settings:
Address: | The recipient's email address. You can add multiple addresses separated by a comma. If the customer has contacts, their information will appear below the field. |
Copy for yourself: | Select this if you also want a copy to be sent to your own email. |
Reply-to: | Specifies the reply-to address. By default, your address assigned to Koho is used. |
Choose a template: | Select the email template you want to use. The templates are managed on the Settings → Documents → Email templates tabs. |
Heading: | Select the email template you want to use. The templates are managed on the Documents > Email templates tab. |
Message: | The content of the message. By default, the download link for the offer document is added at the end. You can also add it manually by using the entry: |
If you pause writing a message, you can save it using the Save message link. Later, you can restore the saved content from the Restore message link.
Using Offer Groups
Quotes can be categorized into groups, which makes it easier to manage, especially with large quantities.
Groups are created on the Offers → Categories tab by clicking the Add category button. Enter a descriptive name for the group.
The created groups are displayed on the first tab of the quote form in the Category menu, from which you can select a group for the quote.
To edit and delete groups, click the group name on the Category tab.
Group filtering can be used on the My and All tabs when browsing offers.
Mikäli sinulla herää kysymyksiä, voit olla yhteydessä Kohon asiakaspalveluun sähköpostitse osoitteessa: asiakaspalvelu@kohosales.com, voit myös halutessasi jättää arvostelun artikkelille alapuolelta.
text above the dividing line
Mikäli sinulla herää kysymyksiä, voit olla yhteydessä Kohon asiakaspalveluun sähköpostitse osoitteessa: asiakaspalvelu@kohosales.com, voit myös halutessasi jättää arvostelun artikkelille alapuolelta.