How to Create a Quotation in Dyrect

How to Create a Quotation in Dyrect

Notes

Creating a quotation (estimate) in Dyrect helps you share costs with customers and get internal approval before proceeding with repairs or replacements. This guide explains each step clearly so you can generate, save, or submit quotations smoothly through the Dyrect Portal

Step-by-Step Guide to Generate Estimate

1. Open the ticket

  1. Login to Dyrect Portal
  2. Navigate to support
  3. Click on the Ticket ID for which you want to create a quotation.
  4. The Ticket details page will open

2. Click on Billing Option

  1. Click on ‘Billing Option’ in the menu.
  2. This will open the Quotation and Invoice page.


3. Add Estimate 

  1. Click on ‘Add Quotation’ to create a new estimate.
  1. Fill out the necessary details:
    1. Quotation Date: Select the date when the estimate was created or issued.
    2. Expiration Date: Select the expiration date for the estimate.
    3. Billing and Shipping Address: Provide the billing and shipping address.
    4. Description (Optional): Additional details about the items listed in the estimate.
    1. Items Table: Choose between parts or services and enter the item details:
      1. Total Quantity: Enter the number of items being claimed
      2. Rate: Enter the cost associated with each unit or item.
      3. Customer Notes (Optional): Add any additional notes or comments for the estimate.
        

4. Saving or Sending for Approval

  After entering all the necessary information, choose from the following options:
  1. Save as Draft.
    1. If you choose this option, the estimate will be saved in the system for future reference.
    2. You can review and edit it before sending it for approval.
  2. Send for Approval.
    1. If you choose to send the estimate for approval, it will be routed to the highest authority for review.
    2. You will be notified via email of the acceptance or rejection of the estimate.

5. Saved as Draft: Review and Action

  If you saved the estimate as a draft, follow these steps:

  1. Navigate to ‘Tickets’.
  2. Click on the ‘Service Number’ for the relevant claim.
  3. Click on ‘Billing Option’ to open the Quotation and Invoice page.
  4. Find the saved estimate in the list and click on the three dots under the Action column.
  5. Choose one of the following actions:
    1. View the Estimate: Access the estimate to review its details.
    2. Edit the Estimate: Make any necessary changes to the estimate.
    3. Void the Estimate: Mark the estimate as void.
    4. Send for Approval: Send the estimate for approval to the highest authority.
  6. Once sent for approval, you will receive an email notification when the highest authority accepts or rejects the estimate.
Once the higher authority approves the quotation, its status will update from "Draft" to "Approved."

Conclusion

Generating an estimate for a claim in the Dyrect Client Portal is a simple and efficient process. By following the outlined steps, you can easily add, save, or submit estimates for approval. The system ensures accurate tracking and timely notifications, streamlining the claim management process.

FAQ

Q1. Who can create a quotation in Dyrect?
Any internal team member with access to the Support module and Billing section can create a quotation on behalf of customers.

Q2. Can I edit a quotation after submitting it for approval?
No. Once a quotation is sent for approval, it cannot be edited.
You can only edit quotations that are in Draft status.

Q3. Can I delete or void a quotation?
Yes. Draft quotations can be voided by clicking the three dots (⋮) in the Action column and selecting Void.

Q4. Are billing and shipping addresses editable?
Yes. You can update or select billing and shipping addresses while creating the quotation.

    Need Assistance?

    If you require Dyrect to assist you with an integration, you can do so by following these steps:

    1. Create a support ticket by submitting a form here or email us at support@dyrect.co
      1. A support will reach out to you to request access to your Shopify store.


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