You have received The Service Provider receives a Quote Request from a Customer and found finds the item in the Catalogue. Now you need to Complete The next step is to complete a Quote Request form for the item. The Quote Request form consists of three the following main sections:
- Project details
- Product / Service detailsspecification
- Delivery details
Project Details
The figure below Below is an example of the type of information you need to the Service Provider should 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 / or part. You can add multiple items to one part and multiple parts to one project <<insert link to topic on adding parts>>. | |||||||||
| Contact | Start typing the Customer contact name and the Contact box will will show 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 |
...
| |
| Administrator | <<Would this just be the buyer/manager or someone they nominate? What does the role of Administrator mean here?>> |
| Product Code | <<Where does the service provider get the product code?>> |
| Part Title | <<Are there any guidelines for this or is it just up to the service provider? Seems like it's prepopulated for some products>> |
| VAT | Set the applicable VAT from the list of options:
|
Product Specification
Different types of product have different types of specification. For example, a business card specification will include things like colours on front and back, material type and weight, and matt or gloss finish. In contrast, the specification for a bound booklet will include things like the cover size, number of pages, and bindings. All product specifications are set using simple input fields and such as the following:
| Info |
|---|
Due to the wide range of different product specifications, and the simple, intuitive user-interface, they are not described here. It should simply be a matter of entering the sizes, colours and other features - as specified in the Customers' Quote Request - in the clearly labelled fields. |
Delivery Details
Delivery date / time
- Select the Delivery Date box.
A calendar will appear.
- Select the date the product needs to be delivered to the customer.
- Select the delivery time.
- Use the increment hour and increment minute arrows to set the time.
NOTE: The time uses the 24 hour clock.
Delivery Address
There are three ways of entering the delivery address:
- Type the Customer name in the FAO box.
Related articles
| Filter by label (Content by label) | ||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...