Step-by-step guide
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labels | kb-how-to-articleThe 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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Project Details
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| Quote Request Form - Project Details |
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| Quote Request Form - Project Details |
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Product Specification
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| Product Specification |
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| Product Specification |
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Special Instructions
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The Service Provider can send the Supplier and/or the Customer special instructions concerning the order. The instructions are included on the Part PDF. To only send instructions to the Customer, select the Customer checkbox | Include Page |
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.To only send instructions to the Supplier, select the Supplier checkbox | Include Page |
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Attachments
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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. | Include Page |
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| Add Attachments |
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| Add Attachments |
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Delivery Details
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| Delivery Details |
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| Delivery Details |
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Adding a Part
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| Quote Request Part Definition |
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| Quote Request Part Definition |
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