Finding a Quote Request item

When a customer has submitted a Quote Request, the Service Provider needs to find the corresponding catalogue item.

There are multiple ways to find a catalogue item.

In the search box, type the name of the item, or the product code, then click Go!
From the Items list, select Quote Request.

Folders of Catalogue items eligible for Quote Request will be displayed below.
Open the appropriate folder.
In the Customer box, enter the name of the Customer, then click Go!
This will narrow the results to only show Catalogue Items visible to a specific Customer.
Browse the Catalogue. Select a Catalogue folder to open it.

When you find the Catalogue item, select Create Quote Request:

Clear Search!

If you cannot find what you are looking for with one search method, select Clear Search! then search again.

Claritum Knowledge Base