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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:

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The Service Provider can attach any kinds of files to be sent to the Supplier. Examples would be documents containing additional information, or design artwork.Image Removed

If you want to upload multiple files at the same time, use the click to upload functionality. When the dialogue box opens, select all the files you want within the folder and click the Open button.

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Add Attachments
Add Attachments


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Delivery Details

Delivery date / time

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The Delivery details section allows the Service Provider to specify the delivery address(es) for the products. The address is set automatically when the (mandatory) Customer name is entered into the Contact field in the Project Details section. Both the address and FAO (For the Attention Of) field can be edited.

Edit FAO

  • Select the text in the FAO field and delete / edit it.

Edit Address

  1. Click the Edit button.
  2. Edit the address fields and click the Save button.

Search Address

  1. Click the Search button and the Search address box appears:

  2. 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.


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Adding a Part

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Part definition
Part definition

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