After raising completing a Quote Request form, the next step is to select Suppliers to send the it to.
- From the main menu, select Projects > All Projects
- Find the Project in the displayed list.
- Click the Select Suppliers button.
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If you have many projects and need to use the search functionality to find a project, see <<Searching for Projects>> |
The Select Suppliers and Services screen will display:
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Suppliers providing suitable services are automatically displayed . (the Production service is the default service).
- To select other services
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- , select the Activities button.
A list of services is displayed.
- Select the required services from the list.
If a supplier offers the selected service it will be added to the Supplier summary .
- Select the services in the Supplier summary.
- Select Next.
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Projects are composed of 'parts'. Each part is a particular product type, such as flyers or business cards. A separate supplier is selected for each project part (although the same supplier can be selected for multiple parts). |