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You have received a Quote Request from a Customer and found the item in the Catalogue. Now you need to Complete a Quote Request form for the item. The Quote Request form consists of three main sections:
- Project details
- Product / Service details
- Delivery details
Project Details
The figure below is an example of the type of information you need to enter in the Project section:
| Field | Instructions |
|---|---|
| Title | Enter a title that describes the project and which you will easily recognise. Remember that the title is for the whole project not just one item / part. You can add multiple parts to one project <<insert link to topic on adding parts>>. |
| Contact | Start typing the Customer contact name and Claritum will show the matching results. Select the correct match. <<What if there isn't a match / need to enter a new contact? How do the contacts get entered?>> |
| Administrator | |
| Product Code | |
| Part Title | |
| VAT |
| Info |
|---|
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