QuotationsDocumentation < Cargooffice

Tags: view all tags

---++ 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 -&gt; Quotation
      * For staff: Backoffice -&gt; Quotations
---++ Quick Start-Up Guide
   * <a href="StartupGuideQuotation" target="_self">How to start</a>.
---++ Functionality
<table border="0" cellpadding="0" cellspacing="0" style="width: 100%;"> <tbody> <tr> <td valign="top" width="450"><img alt="quotation20.png" height="370" src="%ATTACHURL%/quotation20.png" title="Default RFQ screen" width="400" /></td> <td valign="top">
---++++ Functions
[[QuotationProcess][Default quotation process]]<br /> [[QuotationUsers][User explanation]]<br /> [[QuotationForm][Quotation form]]<br /> [[QuotationActive][Quotation overview]]<br /> [[QuoteCreating][Creating a quote]]<br /> [[QuotationSending][Sending a quote]]<br /> [[QuoteReceiving][Receiving a quote]]<br /> [[QuotationStatuses][Quotation Statuses and Actions]]<br /> [[TemplatesQuotation][Templates]]<br /> [[ParametersQuotation][Parameters and Settings]]</td> </tr> </tbody> </table> <br /><br />

Attachments

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

Topic revision: r20 - 2018-12-27 - RutgerRutgers