QuotationSending < Cargooffice

---++ Sending a quote
---+++ About
   * Carrier staff are able to mail quotes to requesters.
   * The below explained example contains basically the same values as the [[TemplatesQuoteDetails][Quote Request Details]].
   * The quote can be sent to any email address of your choice.
---+++ Where to find:

Functionality only available for Level 20+ users.
   * Backoffice -&gt; Quotations -&gt; Active Quotations -&gt; click edit button -&gt; putting order status on: RFQquote
---+++ Explanation functionality

<i>Note: </i>the example below consists of two parts.
   * The top part is where the user controls recipients addresses.
   * The bottom part, the [[TemplatesQuoteMail][Quote Mail Form]], is the actual message that will be sent to the recipients.
_Note:_ the example below is template based and can be customized on request. When interested, use bugTracking to sent a request for customization of this template to Cargo Office programmers.<br /><br />
<img alt="QuoteSending01.png" height="830" src="%ATTACHURL%/QuoteSending01.png" title="QuoteSending01.png" width="678" />
   1 The [[TemplatesQuoteMail][Quote Mail Form]] form is sent to all email addresses which are added here.<br />
      * By default, the requester email address is shown, as well as the email address of the logged in user.
      * The sender of the [[TemplatesQuoteMail][Quote Mail Form]] is free to add other addresses.<br /><i>Note:</i> all email addresses have to be comma separated.
      * After sending this [[TemplatesQuoteMail][Quote Mail Form]], user comes back into the [[quotationActive][quotation grid]] (backOffice). <br />Status of the sent quotation order then is: [[QuotationStatuses][RFQquote]].
   1 The [[TemplatesQuoteMail][Quote Mail Form]] consists basically the same values as the [[TemplatesQuoteDetails][Quote Request Details]]. Differences are:<br />
      * There are no order statuses visible.
      * A message "How to proceed" is shown. This message of course is meant for the recipient; it's a further procedure when [[QuoteReceiving][receiving a quote]].
   1 A quote expiration date is shown. This date is controlled by carrier staff ( [[TemplatesRfqStaff][see: #5]]).

Attachments

Topic attachments
I	Attachment	History	Action	Size	Date	Who	Comment
png	QuoteSending01.png	r1	manage	87.5 K	2015-06-26 - 14:46	RutgerRutgers	Example of sending a quote by mail

This topic: Cargooffice > AboutFreecargo > FreightExchangeHowto > WebHome > FreecargoProjects > QuotationsDocumentation > QuotationSending
Topic revision: r9 - 2015-07-07 - RutgerRutgers