How to quote

1. Introduction

The quotation is a real-time price provided by the store technician for non-standard pricing service items. Generally speaking, customers will decide whether to purchase service items based on the store's quotation.

Check the recommendations and quote, operate on Shop OS.

To check the recommendations and quote, you need to complete the Health Check, and add recommendations during the Health Check process.

2. Use Case

After the technician has done the Health Check for Mercedes-Benz A, the technician uses Shop OS to check the recommendations and quote.

  • The technician uses Shop OS to open the Mercedes-Benz A's service order, clicks on the "Recommendation and Quotation", and the quotation window pops up.

  • The technician chooses Pricing type, types in price, then clicks "Update Price".

The prices of Standard Pricing Items could not be changed.

  • The quotation is completed.

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