For our Monthly Tips & Tricks Webinar Series, we joined Brandy of the Details Support Team to dive deep into the Costs page on Details. From creating your order sheet to requesting a quote from one of our wholesale partners, this class was packed with information to ensure you have a smooth ordering process for your events!
Navigating The Costs Page
To the right of the 'Cost Info', you will see the 'Wholesale Quotes' section. We are partnered with some amazing wholesalers who can order from directly through Details! Select a wholesaler to request a quote from for the items you are going to need. Follow these steps to build your quote:
You can keep track of your sent quotes from this page as well. Chat with the wholesaler using the 'Messages' section, see information about the wholesaler using the 'Seller' section, and view information about your quote including the asking total using the 'Quote Info' section!
If your wholesaler is not listed, you can always request a wholesaler using the 'Request A Wholesaler' form. Though we can't guarantee we will add them to our list of wholesalers, this will help us to reach out in the future!
You can also set the wholesalers you would like to see at the top of your costs page by clicking 'Set Wholesalers' and toggling the wholesalers on or off.
As an added feature, if your event contains items from Accent Decor, you will be able to order from them directly through Details!
Note: Certain items have a minimum purchase amount/increment that must be met. If the amount is not met, the system will round up to the required amount before continuing.
Once you have accepted your quote and ordered your products, it's time to fill out your 'Costs' page! Fill in the 'Quantity Ordered' and your 'Stem Cost'. This will give you your 'Total Cost' per item, your 'Actual Total', and your 'Over/Under By' amount.
As you fill out this information, the status for each item will update. You can also manually update each item's status by clicking on the status area to the left of each item to reveal the list of status options.
If you enter in a 'Quantity Ordered' that is less than the 'Quantity Needed', you will see the 'Quantity Ordered' field turn a peach color to let you know you will need to order more. You can download a CSV from this page or, print it off for your records.
If you are interested in ordering from Jet Fresh click here!
To access the Items Needed report, open the main menu > Reports > Items Needed.
To get started, enter a date range and select the events you'd like to view. You can also click 'Check All' to select all the events listed.
Use the 'Options' button to select the columns you want to be included in the report.
Expand lines for items used in more than one event.
Export the report directly to your computer as a CSV file.
Print the report directly from the screen.
Note: The printed and/or exported report will only include the columns you've included in your view.
Keep an eye on your inbox each week to get in-depth educational content for all things Details and, as always, reach out to our Support Team if you need anything! You can reach us by emailing firstname.lastname@example.org, from the chat option within your account, or by using the 'Contact Us' form also found within your account under the 'Support' menu!
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