Quote Request workflow and available actions

This page details each step of the basic workflow for a quote request and each available action an admin can undertake at each workflow step.

	Supplier Quote Requests Sent	Supplier Quotes Received	Quoted to Customer	Purchase Orders Sent	Delivered to Customer	Supplier Invoice Received	Customer Invoiced	Project Complete
Change Cost Price	Edit on Sourcing tab	Unlock Current Part and Edit on Sourcing tab	Unlock Current Part and Edit on Sourcing tab	Unlock Current Part and Order must be cancelled before amends can be made	Unlock Current Part and Order must be cancelled before amends can be made
Change Sale Price	Edit on Sourcing tab	Use ‘Extra’ Price to adjust	Use ‘Extra’ Price to adjust	Use ‘Extra’ Price to adjust	Unlock Current Part and Order must be cancelled before amends can be made
Add 'Extra'	Edit on Sourcing tab	Edit on Sourcing tab	Edit on Sourcing tab	Edit on Sourcing tab	Unlock Current Part and Edit on Sourcing tab
Change Quantity	Edit on Sourcing tab	[Unlock Current Par] and Edit on Specification tab	Order must be cancelled before amends can be made	Unlock Current Part and Order must be cancelled before amends can be made	[Unlock Current Part] and Order must be cancelled before amends can be made
Change Specification	Edit on Specification tab	Unlock Current Part and Edit on Specification tab	Unlock Current Part and Edit on Specification tab	Unlock Current Part and Edit on Specification tab	Unlock Current Part and Edit on Specification tab	Unlock Current Part and Edit on Specification tab	Unlock Current Part and Edit on Specification tab	Unlock Current Part and Edit on Specification tab
Change Supplier	Select Edit Scenarios on Sourcing tab	Select Edit Scenarios on Sourcing tab	Unlock Current Part and and Select Edit Scenarios on Sourcing tab	Unlock Current Part and Order must be cancelled before amends can be made	Unlock Current Part and Order must be cancelled before amends can be made
Change Delivery Address	Edit on Deliveries tab	Edit on Deliveries tab	Edit on Deliveries tab	Edit on Deliveries tab	Click on Edit on Deliveries tab	Click on Unlock Current Part and amend on Deliveries tab
Delete project part
Revoke Purchase Order	-	-	-	-	Unlock the part and view the PO to revise	Unlock the part and view the PO to revise	Unlock the part and view the PO to revise	Unlock the part and view the PO to revise
Cancel Sales Order	Unlock part and cancel on the sales order tab	Unlock part and cancel on the sales order tab	Unlock part and cancel on the sales order tab