QuoteReceiving < Cargooffice

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---++ Receiving a quote
---+++ About
   * Recipient receives a quote by email.
   * Recipient is able to verify details and to contact the transport company that was sending this quote.
   * Recipient is able to accept the quote by completing order details.
---+++ Where to find:

Functionality only available for recipients
   * In recipients mailbox.
---+++ 1. Explanation functionality: receiving quote details
   * After transport staff have created a quote, a Quote Mail Form is sent to the requester.
   * A Quote Mail Form is template based, see explanation of [[TemplatesQuoteMail][default Quote Mail Form template]].
   * After clicking "complete the order form" in the Quote Mail Form the recipient is transferred to the Cargo Office of this transport company (-&gt; see below "Explanation functionality: completing an order").
---+++ 2. Explanation functionality: completing an order
   * To complete the order, the recipient has to login the transporters' Cargo Office. <br />
      * For this the administrator has to give him a [[QuotationUsers][user account]].<br />Often this account is already created before, but do note that this particular [[AddUsers][user needs to have access (#11)]] to at least the following systems: orderentry, tracktrace and quotation.
      * With this account, the requester also has future access to related systems of the transporters Front Office.
   * _Note:_ the image below is an example of a transport order screen. <br />
      * This order entry screen is template based and therefore could differ per Cargo Office.
      * The example shown below is not the [[OrderentryTemplates][default order entry template]].
      * Per customer new orderentry templates can be created on request. <br />When interested, use [[BugtrackingDocumentation][Bug Tracking]] to sent a request for customization to Cargo Office programmers.
<img alt="quotation23.png" height="681" src="%ATTACHURL%/quotation23.png" title="Complete order" width="815" /><br /><br />
   1 Let the recipient complete the order.
   1 The Cargo Office administrator has the ability to set [[OrderFormRestrictions][order field restrictions]] in this screen per customer.<br />In this example "Pick-up Date" and "Delivery Date" are required before the user is able to submit this order.
   1 After submitting the order:<br />
      * The transport company/carrier will regard this approved quote as a normal transport order, which can be processed in their current Cargo Office system accordingly.
      * Therefore the order will receive status: orderentry.
      * Therefore the order will also be visible inside the [[TracktraceOrderoverview][Active shipments]] grid.

Attachments

Topic attachments
I	Attachment	History	Action	Size	Date	Who	Comment
png	QuoteReceiving01.png	r1	manage	76.4 K	2015-06-29 - 11:59	RutgerRutgers	Example receiving a quote by mail
png	QuoteReceiving02.png	r1	manage	50.0 K	2015-06-29 - 12:26	RutgerRutgers	Complete order after receiving quote
png	quotation23.png	r1	manage	49.1 K	2018-12-27 - 15:34	RutgerRutgers	Complete order after receiving quote

Topic revision: r4 - 2018-12-27 - RutgerRutgers