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Project Details
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| Title | Enter a title that describes the project and which you will easily recognise. Remember that the title is for the whole project not just one item or part. You can add multiple items to one part and multiple parts to one project. For more information on parts see Adding a Part. | Contact |
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Start typing the Customer contact name and the Contact box will will show matching results. Select the correct match. |
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The search results shown in the Contact box are customers that the Service Provider has added via the |
Set the applicable VAT from the list of options:
- unknown
- non-VAT
- VAT-exempt
- Zero-rated
- 20%
Product Specification
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Different types of product have different types of specification. For example, a business card specification will include things like colours on front and back, material type and weight, and matt or gloss finish. In contrast, the specification for a bound booklet will include things like the cover size, number of pages, and bindings. All product specifications are set using simple input fields and such as the following:
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Due to the very wide range of different product specifications, they are not described here. It should simply be a matter of entering the sizes, colours and other features - as specified in the Customers' Quote Request - in the clearly labelled fields. |
Special Instructions
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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
Delivery date / time
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The Delivery Details section allows the Service Provider to specify the time and date of delivery to the Customer.
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Delivery Address
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The Delivery details section allows the Service Provider to specify the delivery address(es) for the products. The address is set automatically when the (mandatory) Customer name is entered into the Contact field in the Project Details section. Both the address and FAO (For the Attention Of) field can be edited.
Edit FAO
- Select the text in the FAO field and delete / edit it.
Edit Address
- Click the Edit button.
- Edit the address fields and click the Save button.
Search Address
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Adding a Part
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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 on behalf of for Customer
- Finding a Quote Request item
- Service Provider selects Suppliers
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