The Service Provider emails their Customer the best Supplier quote, including a PDF containing all the details. The Customer clicks the link in the email which takes them directly to the Customer Catalogue.
From within the Catalogue, the Customer can place an order for the Quote Request.
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- From the Catalogue menu bar, select My Quotes.
- From the Sent Quotes list, select the quote by clicking the Project Ref or Title links.
Note: The quote must have the status Quoted.
- Review the quote details and click the Add to Basket button.
- On the My Order page, click the Checkout button.
- Review the order details and, when you are happy, click the Place Order button.
You can print a copy of the order details by clicking the Print this page button.
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It is possible to copy a project for the purpose of re-quoting. Typical reasons for this include:
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<<Still not sure about this, given confusion about adding a version>> |
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