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Kevin O'Brien (Unlicensed)

Kevin O'Brien (Unlicensed)

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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.

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  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.

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  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
    , when you are happy, click
    1. any special instructions, as required.
    2. Click the Place Order button.
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      You can print a copy of the order details by clicking the Print this page button.


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Additional Functionality


info
Infoexpand
titleCopy & Re-Quote

It 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.


  1. Click Copy & Re-Quote.

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    The Copy Project confirmation box appears.


  1. Image Added
  2. Click Copy Project.



Expand
titleAdding Add a Part

You The Customer 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 Customer completes the order as normal , but and it is stored as a Part of the current Project.



<<Still not sure about this, given confusion about adding a version>>
Infoexpand
titleAdding Add 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
titleCancelling a Version
Part version

The Customer can create new versions of a Project Part with slightly different specifications. 

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 vice 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). 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.

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  2. Click Add a version.

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  3. Choose the type of part item you want the new version to be Based on.

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



Expand
titleCancel a Part / Version


The Customer can cancel a part or a part version, which removes it from the Project. The Customer might need to do this, for example, if it was created in error or is no longer needed.

  1. Click the down arrow next to Action.

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  2. Click Cancel this part/version.

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  3. Enter a reason, if required and click Cancel the Part.



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