Quotation

  • Customers use the Request for Quotation (RFQ) form to request a quote.
  • Incoming quotations are listed in grid Active quotations.
  • Staff members are able to return a quote to the requester, the requester receives an email.
  • Requesters are able to confirm the quote by clicking a link in the email and fill the orther entry form with more detailed information.
  • Submitting the form automatically transforms the quote request into an order.
  • If you have access to the Quotation system it can be found at:
    • For (potential) customers: Frontoffice -> Quotation
    • For staff: Backoffice -> Quotations

Quick Start-Up Guide

Functionality

quotation20.png

Functions

Default quotation process
User explanation
Quotation form
Quotation overview
Creating a quote
Sending a quote
Receiving a quote
Quotation Statuses and Actions
Templates
Parameters and Settings


Topic attachments
I Attachment History Action Size Date Who Comment
PNGpng quotation20.png r1 manage 70.4 K 2018-12-27 - 09:33 RutgerRutgers default RFQ screen
GIFgif quotation_sample.gif r2 r1 manage 18.8 K 2015-06-25 - 11:41 RutgerRutgers sample
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Topic revision: r20 - 2018-12-27 - RutgerRutgers
 
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