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 sections:
...
| 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 Adding a Part. |
| Contact |
| Excerpt |
|---|
Start typing the Customer contact name and the Contact box will will show matching results. Select the correct match. |
| Info |
|---|
| The search results shown in the Contact box are customers that the Service Provider has added via the  page. |
|
| Administrator | Name of the person set up to receive alerts from the system. This could be the account manager or account administrator. |
| Product Code | The reference the Customer provides to the Service Provider. <<Can we change this to Customer Reference as that's what it is?>> |
| Part Title | 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: - unknown
- non-VAT
- VAT-exempt
- Zero-rated
- 20%
|
...
- Click the Search button and the Search address box appears:
- Select the address type (e.g. Customer Addresses), then the specific address from the displayed list.
If the list is very long you can type part of the address in the search box and only addresses containing those words will display.
...
| Anchor |
|---|
| Adding a Part |
|---|
| Adding a Part |
|---|
|
Adding a Part
...