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- Creating a new Project <<Kasia: this step is not necessarily correct. When a Service Provider receives a Qute Request - this is already considered as a Project on the system end. Creating a new Project is more for when a Customer does not have access to the Customer Catalogue interface and then the Service Provider raises a Quote Request ( Project) on behalf of the Customer User directly on the main system.>>
- Finding a Quote Request item
- Completing a Quote Request form
- Selecting Suppliers
- Sending a Quote Request to suppliers
- Finding a Quote Request item
- Completing a Quote Request form
- Selecting Suppliers
- Sending a Quote Request to suppliers
Comments (Kasia):
- Can we change the article title to indicate the instructions refer to "Service Provider raising a Quote on behalf of a Customer"?
- Point 4. Selecting Suppliers ad 5. Sending a Quote request to suppliers ( btw lets make it capital S for Suppliers to be consistent) - can we create a separate section "Service Provider raising a Quote on behalf of a Customer" and "Supplier Responds to Quote Request from Service Provider"
- Point 2. Finding a Quote Request Item and point 3. Completing a Quote Request form could both sit under point 1. Creating a new Project
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