After completing a Quote Request form, the next step is to select Suppliers to send it to.
- From the main menu, select Projects > All Projects
- Find the Project in the displayed list.
- Click the Select Suppliers button.
Searching for Projects
If you have many projects and need to use the search functionality to find a project, see <<Searching for Projects>>
The Select Suppliers and Services screen will display:
Suppliers providing suitable services are automatically displayed (the Production service is the default service).
- To select other services, select the Activities button.
A list of services is displayed.
- Select the required services from the list.
If a supplier offers the selected service it will be added to the Supplier summary .
- Select the services in the Supplier summary.
- Select Next.
Select Supplier per Project Part
Projects are composed of 'parts'. Each part concerns a particular product type, such as flyers or business cards. Each part requires its own quote request and supplier (although the same supplier can be selected for multiple parts).
Select Supplier per Project Part
Projects are composed of 'parts'. Each part concerns a particular product type, such as flyers or business cards. Each part requires its own quote request and supplier (although the same supplier can be selected for multiple parts).