Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

After completing a Quote Request form, the next step is to select Suppliers to send it to.

...

Info
titleSearching for Projects

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:

...

  1. To select other services, select the Activities button.
    A list of services is displayed.
    Image Modified
  2. Select the required services from the list.
    If a supplier offers the selected service it will be added to the Supplier summary .
  3. Select the services in the Supplier summary.

    Image Modified
  4. Select Next.


Excerpt


Info
titleSelect Supplier per Project Part

Projects are composed of 'parts'. Each part concerns a particular product type, such as flyers or business cards.

A separate supplier is selected for each project part

Each part requires its own quote request and supplier (although the same supplier can be selected for multiple parts).