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Anchortop-of-pagetop-of-pageThe 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

Below is an example of the type of information the Service Provider should enter in the Project section:

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FieldInstructions
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.

Info
titleCustomers

The search results shown in the Contact box are customers that the Service Provider has added via the Image Removed page. 

AdministratorName of the person set up to receive alerts from the system. This could be the account manager or account administrator.Product CodeThe reference the Customer provides to the Service Provider.Part TitleDefaults to the catalogue name for the part, but can be changed by the Administrator.VAT

Set the applicable VAT from the list of options:

  • unknown
  • non-VAT
  • VAT-exempt
  • Zero-rated
  • 20%

Product Specification

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.
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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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Info
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Quote Request Form - Project Details
Quote Request Form - Project Details


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Product Specification

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Product Specification
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

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Checkbox icon
Checkbox icon
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To only send instructions to the Supplier, select the Supplier checkbox

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Checkbox icon
Checkbox icon
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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.Image Removed

If you want to upload multiple files at the same time, use the click to upload functionality. When the dialogue box opens, select all the files you want within the folder and click the Open button.

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Tip

Add Attachments
Add Attachments


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Delivery Details

Delivery date / time

The Delivery Details section allows the Service Provider to specify the time and date of delivery to the Customer.

  • Select the Delivery Date box.
    A calendar will appear.
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    • Select the date the product needs to be delivered to the customer.
    Select the delivery time.
    Use the increment hour and increment minute arrows to set the time.
    NOTE: The time uses the 24 hour clock.Set Time

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    Select DateSelect Date
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    Select TimeSelect Time

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    		Set Time
    Delivery

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    Details
    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.

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    Edit FAO

    • Select the text in the FAO field and delete / edit it.

    Edit Address

    1. Click the Edit button.
    2. Edit the address fields and click the Save button.

    Search Address

    Click the Search button and the Search address box appears:
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  • Select the address type (e.g. Customer Addresses), then the specific address from the displayed list.
    If the list is very long you can type part of the address in the search box and only addresses containing those words will display.


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    Adding a Part

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    Quote Request Part definitionDefinition
    Quote Request Part definitionDefinition


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    Next: Service Provider selects Suppliers


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