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
Table of contents
1. Click on Create Quote
2. Select the Account with Neck Tags
3. Click on Customer
4. Type a customer name to auto-complete
5. Click on customer record to auto-fill customer data
6. Select a decoration type
7. Click on SKU
8. Type the brand and style code such as "bc3001"
9. Click on matching sku style auto-complete
10. Enter quantities for intended sizes
11. Select a Decoration Location
12. Click on Create to Create a Mockup
13. Upload a file and place it on the mockup as desired
14. Click on Save Mockup
15. 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
17. Click on Save to Save the quote
18. Click on Actions
19. Click on Approve Quote
20. Click on Actions
21. Click on Approve Artwork
22. Click on Records
23. Click on View Orders (1)
24. 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
26. 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