The Service Provider receives a Quote Request from a Customer and finds the item in the Catalogue. The next step is to complete a Quote Request form for the item. The Quote Request form consists of the following main sections:
- Project details
- Product specification
- Delivery details
...
| Anchor | ||||
|---|---|---|---|---|
|
Below is an example of the type of information 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. For more information on parts see Part definition. | |||||||
| Contact |
| |||||||
| Administrator<<Would this just be the buyer/manager or someone they nominate? What does the role of Administrator mean here?>> | Name of the person set up to receive alerts from the system. This could be the account manager or account administrator. | |||||||
| Product Code | <<Where does the service provider get the product codeThe reference the Customer provides to the Service Provider. <<Can we change this to Customer Reference as that's what it is?>> | |||||||
| 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>>Defaults to the catalogue name for the part, but can be changed by the Administrator. | |||||||
| VAT | Set the applicable VAT from the list of options:
|
...