Versions Compared

Version Old Version 13 New Version 14
Changes made by

Kasia Czwarkiel (Unlicensed)

Kevin O'Brien (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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.

...


  1. From the Catalogue menu bar, select My Quotes.

  2. From the Sent Quotes list, select the quote by clicking the Project Ref or Title links.
    Note: The quote must have the status Quoted.

    Image Modified
  3. Review the quote details and click the Add to Basket button.

  4. On the My Order page, click the Checkout button.

  5. On the My Order - Confirm Delivery Details & Order page:

    1. Review the order details.
    2. Enter the Purchase Order code (mandatory).
    3. Add attachments, a delivery date and any special instructions, as required.
    4. Click the Place Order button.

      You can print a copy of the order details by clicking the Print this page button.


...

Additional Functionality


Expand
titleCopy & Re-Quote

It is possible to copy a Project for the purpose of re-quoting. Typical reasons for this include:

  • Wanting to request a quote for a slightly modified version of the current Project.
  • Repeat orders for different quantities.

Copying a Project copies all parts within the Project.


  1. Click Copy & Re-Quote.


    The Copy Project confirmation box appears.

    Image Modified
  2. Click Copy Project.


...

Expand
titleAdd a Part version

You can create a new version of a Project part, which can then be ...what? Doesn't seem the Customer can do anything with it...

The Customer can create new versions of a Project Part with slightly different specifications. 'Versions' are independent variants of the same original Part which can be separately quoted. Only one of the Part versions will be ordered. When it is ordered, the other versions of that Part will automatically be deleted 

Info

Creating a 'version' of a Part is similar to creating a copy. The difference is that a copy is completely independent of the original Part, so ordering or deleting the copy doesn't affect the original, and vica versa. A Part 'version' is different in that it is linked to the original Part (and any other Part versions created from the original Part or versions of the original). This means that when one of the Part versions (or the original Part) is ordered, all the other linked versions will be 'rejected' (that is, can be viewed, but not edited or ordered).


  1. Click the down arrow next to Action.

  2. Click Add a version.



  3. Choose the type of part item you want the new version to be Based on.
    Not sure about this. (a) Only get one option, the type you're creating a version from and (b) how would you be creating a new version of a part if you change the product type? You'd just want to add a new part wouldn't you?

  4. Enter a reason, if required and click Create New Version.


...