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BSAcustompatches.com Instructions - Quote Page Help

• Introduction
• Quote Page Help
• How To Place An Order

1. • Click Get A New Quote from the main landing page of www.bsacustompatches.com
   • (When clicked, a new window will open for the login screen)
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2. • Login using your provided username and password
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3. • Enter your event/delivery date. Must be 00/00/0000 format
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4. • Select new or existing design from the Type dropdown
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5. • Select the desired shape from the Emblem Shape dropdown
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6. • Enter the width of the emblem to be quoted
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7. • Enter the height of the emblem to be quoted
   • *NOTE: both width and height must be entered prior to submitting the quote*
   • *For round & square emblems, width and height will be the same*
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8. • Enter a memorable description in the Description field as this will assist when you need to find the quote.
   • (instead of entering Quote 1 or some other generic name, enter Mecklenburg County Council, Pinewood Derby)
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9. • Select wholesale or retail from the Show Price dropdown, depending on the customer.
   • (Later in the application, you will be able to print out the quote for your customer, choose the price you want the customer to see.)
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10. • Click on the Add button
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11. • Scroll down to view the Quote Detail section and to enter additional information.
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12. • Enter the desired quantity in the field labeled Pieces.
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13. • Select twill or solid from the Embroidery dropdown.
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14. • Enter the number of colors in the field labeled Colors.
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15. • Choose any additional add‐ons that you need (i.e. metallic threads, button loops, fob (key chain) and/or metallic borders).
    • Simply click the box to choose add‐ons (a checkmark will appear).
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16. • Select your border type (merrow or laser) from the Border dropdown.
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17. • Click on the Submit button.
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18. • The Web Quote Application provides all previously entered information as well as your current quote broken down by Order By Dates
    • (The closer to the delivery date the order is placed, the more expensive the emblem will be.)
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19. • Clicking the Printable Version link will open a new window with the same information that can easily be printed and give to the customer for their records.
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20. • Clicking the New Quote link brings you back to the initial Add/Edit Quote field as well as to the listing of your existing quotes
    • 
21. • From Here
    • 

You can:

1. Update/View and existing quote by clicking on the number to the left of the Customer name in the Existing Quote table.
2. Create a new quote using the Add/Edit Quote table.
3. Logout of the application

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