You have received The Service Provider receives a Quote Request from a Customer and found finds the item in the Catalogue. Now you need to Complete The next step is to complete a Quote Request form for the item. The Quote Request form consists of three main the following sections:
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Project
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Project Details
The figure below is an example of the type of information you need to enter in the Project section:
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Start typing the Customer contact name and Claritum will show the matching results. Select the correct match.
<<What if there isn't a match / need to enter a new contact? How do the contacts get entered?>>
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Related articles
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Details
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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
To only send instructions to the Supplier, select the Supplier checkbox
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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.
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Delivery Details
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Adding a Part
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Next: Service Provider selects Suppliers
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Related articles
- Service Provider raises Quote Request for Customer
- Finding a Quote Request item
- Service Provider selects Suppliers
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