SAVE TIME. LOOK LEGIT. GET IT DONE. Introducing My Business – your new business partner. Access the Create a Quote function from both the My Wolseley dropdown and the bottom right side of the My Wolseley page. This is where you can start creating professional quotes for your customers. First, customize your settings: 1. My Company Settings • Upload a company logo • Set up the address • Email address • Standard notes 1 MY BUSINESS | CREATE A QUOTE HERE’S HOW IT WORKS CONTINUED ON NEXT PAGE
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SAVE TIME. LOOK LEGIT. GET IT DONE.Introducing My Business –your new business partner.
Access the Create a Quote function from both the My Wolseley dropdown and the bottom right side of the My Wolseley page.
This is where you can start creating professional quotes for your customers.
First, customize your settings:
1. My Company Settings
• Upload a company logo • Set up the address• Email address• Standard notes
1
MY BUSINESS | CREATE A QUOTE
HERE’S HOW IT WORKS
CONTINUEDON NEXT PAGE
Now you can create your quote:
2. New Quote• Enter customer info • Select date • Enter P.O. number • Select products by importing a List, Web quote, Draft order or CSV upload• Enter markup or margin• Enter applicable sales tax
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Lastly, prepare to send your quote :
3. Finalize Quote• Customize additional charges• Email your quote• Save your quote• Generate PDF of your quote
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MY BUSINESS | CREATE A QUOTE
With the My Business feature, creating professional quotes is easy.
Need help?Contact your local branch or sales rep, or email [email protected]
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