Page Comparison

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
title Copy & Re-Quote
It is possible to copy a project 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. Image Added Click Copy & Re-Quote. The Copy Project confirmation box appears. Image Added Click Copy Project.

Expand
title Adding Add a Part
You can add a new Part to the Project at the same time as placing an order for a quoted item. Click the Add Part link under the listed Project Parts: The Part can be a Quote Request or Rate Card order. You complete the order as normal , but and it is stored as a Part of the current Project.

...

Expand
title Adding Add a VersionPart version
Expand
title Cancelling a Version

Info
title Adding a Version
<<Still not sure about this. What do you do with the new version after creating it? Can't see how to modify it / add it to the basket. It doesn't show up in the New quotes section as a QR waiting to be sent.>>

Info
title Cancelling a Version
<<Still not sure about this, given confusion about adding a version>>Image Added It is possible to create a new version of a Project part, which can then be ...what? Doesn't seem you can do anything with it...

Expand
title Cancel a Part / Version
Image Added

Related articles

...