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Order windows allow different customer users to place an order for a rate card which will then be condensed into one project when other users order the same specific rate card. Admins can set an order window time frame on each rate card. At the end of the order window an admin can collate the orders and create a new project with a single quote request to the supplier for the total quantity’. This will allow the supplier to quote on the total quantity, rather than have suppliers quote on several different projects the supplier only needs to provide prices for one project. Rate cards with order windows attached can only be ordered within the time frame set on the active order window. |
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Setting Order Windows on a rate card
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Use the menu on the left hand side of the control panel and navigate to ‘Configuration’ and then ‘Catalogue Management’> Items’
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Find the rate card you want to add an order window to. Click the pencil icon on the rate card to edit it
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Click save to finish setting the order window. When the order window is active, a countdown will be shown to the customer user on the customer portal showing how much time is left in the order window.
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Note: Only one active order window can be applied to a rate card. If a new active order window is attached to a rate card then that will automatically become the active order window. |
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Customer places order for Rate Card with an order window
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