At the bottom of Project Parts page is a series of tabs that display information, and allow you to perform certain actions, on the selected Part.
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This tab displays the Project Part specification for a Quote Request. 
- To edit the specification, click the Edit button.
The product specification sections from the Quote Request form will display.
- Change the specification as required and click the Save button.
A decision box will display.
 - Select the way you want to handle the changed specification and click the Save button.
If re-sending all supplier quote requests, select a date from Quote required by:
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Sourcing
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This tab provides an overview of Part sourcing, and includes the selected suppliers, services and their costs. The primary function of this section is for the Service Provider to set the prices for the Part, based on the quotes received from the Supplier. This is simply a matter of entering the Cost and Markup and clicking Save Prices. Other functions are listed below: <<Not sure what to say about this. Allows you to add a new service from the same supplier, but (a) not clear if / where it's saved when you click Save Prices, (b) there's an address drop-down list for Quantity instead of a number field, and (c) why would you enter a service here rather than select it from the official list? What's the point of having an agreed list if the SP can just enter any service here?>> | Expand |
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If the Supplier declined to respond to a Quote Request, you can click the Supplier Declined button and record the reason that they declined. 
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Resend Quote Request
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If the Part specification changes, you will need to send the Supplier a Quote Request for the new specification. - Ensure all updates to the specification have been saved.
- Click the Resend Quote Request button.
A warning message will display, asking if you want to continue.
 Image Modified - Click Yes.
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Sales Order
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This tab displays the details of the sales order and allows you to save, reject or place the order. | Expand |
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If the Supplier declines to quote, you can record the reason.
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Place Order | Expand |
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To place an order, the Part must have reached the Place Order stage (i.e. the Customer has approved the Quote). If you try to place an order, but haven't set an expected delivery date, the system will display a reminder message. 
To set a delivery date, go to the Workflow tab and select an expected date for the Delivered step. 
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| You must enter a purchase order number before you can place an order. |
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This tab provides similar delivery information and functionality as in the Quote Request form. You can search for, edit and add delivery addresses.  Image Added
For more information see Completing a Quote Request form. |
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Documents
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This tab contains Project Part documents and any attachments associated with the Part.  Image Added
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| Part PDF | Contains the Part specification, prices, delivery details and audit trail. | | Customer Quote | Contains a summary of the Part specification, prices and delivery details. | | PDF Labels | <<What are these used for? Not delivery address>> |
Any type of file can be attached. - Drag and drop a file to the Attachments pane, or click it to upload a file.
The Attachments dialogue box will display.
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- Select Private if ?? / Select Public if ??
- Click Save.
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If you want to upload multiple files at the same time, use the click to upload function. Select all the files you want within a folder (Ctrl + click, or Shift + click) and click Open to upload them all. |
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Audit Trail
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