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.
- From the Catalogue menu bar, select My Quotes.
- From the Sent Quotes list, select the quote by clicking the Project Ref or Title links.
Note: The quote must have the status Quoted.
- Review the quote details and click the Add to Basket button.
- On the My Order page, click the Checkout button.
- On the My Order - Confirm Delivery Details & Order page:
- Review the order details.
- Enter the Purchase Order code (mandatory).
- Add attachments, a delivery date and any special instructions, as required.
- Click the Place Order button.
You can print a copy of the order details by clicking the Print this page button.
Additional Functionality
It is possible to copy a 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.
- Click Copy & Re-Quote.
The Copy Project confirmation box appears.
- Click Copy Project.
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. The Customer completes the order as normal and it is stored as a Part of the current Project.
You can create a new version of a Project part, which can then be ...what? Doesn't seem the Customer can do anything with it...
The Customer can create new versions of a Project Part with slightly different specifications. 'Versions' are independent variants of the same original Part which can be separately quoted. Only one of the Part versions will be ordered. When it is ordered, the other versions of that Part will automatically be deleted.
- Click the down arrow next to Action.
- Click Add a version.
- Choose the type of part item you want the new version to be Based on.
Not sure about this. (a) Only get one option, the type you're creating a version from and (b) how would you be creating a new version of a part if you change the product type? You'd just want to add a new part wouldn't you? - Enter a reason, if required and click Create New 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.
- Click the down arrow next to Action.
- Click Cancel this part/version.
- Enter a reason, if required and click Cancel the Part.
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