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Create a Quote with Neck Tag Records

Guide on how to create a quote with a pre-existing neck tag record attached to the product

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Written by Admin
Updated over 3 weeks ago

1. Click on Create Quote

Click on Create Quote

2. Select the Account with Neck Tags

Select the Account with Neck Tags

3. Click on Customer

Click on Customer

4. Type a customer name to auto-complete

Type a customer name to auto-complete

5. Click on customer record to auto-fill customer data

Click on customer record to auto-fill customer data

6. Select a decoration type

Select a decoration type

7. Click on SKU

Click on SKU

8. Type the brand and style code such as "bc3001"

Type the brand and style code such as "bc3001"

9. Click on matching sku style auto-complete

Click on matching sku style auto-complete

10. Enter quantities for intended sizes

Enter quantities for intended sizes

11. Select a Decoration Location

Select a Decoration Location

12. Click on Create to Create a Mockup

Click on Create to Create a Mockup

13. Upload a file and place it on the mockup as desired

Upload a file and place it on the mockup as desired

14. Click on Save Mockup

Click on Save Mockup

15. Click on Add Neck Tag

Click on Add Neck Tag

16. A list of existing account based neck tags will display to select from or a new neck tag can be created with the required sizes to upload before production

A list of existing account based neck tags will display to select from or a new neck tag can be created with the required sizes to upload before production

17. Click on Save to Save the quote

Click on Save to Save the quote

18. Click on Actions

Click on Actions

19. Click on Approve Quote

Click on Approve Quote

20. Click on Actions

Click on Actions

21. Click on Approve Artwork

Click on Approve Artwork

22. Click on Records

Click on Records

23. Click on View Orders (1)

Click on View Orders (1)

24. Click on View

Click on View

25. Once the order has processed and is on Intake Hold, click on a job to verify the artwork is attached as intended

Once the order has processed and is on Intake Hold, click on a job to verify the artwork is attached as intended

26. Front design is present here

Front design is present here

27. Neck tag design is attached to the job and will be stitched to the front image for production printing

Neck tag design is attached to the job and will be stitched to the front image for production printing
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