StartupGuideQuotation < Cargooffice

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---++ Start-up Guide for Quotation

---+++ How to start
   * Go to the request for quotation form to enter a [[TemplatesRfq][request]] (RFQ).
   * Look at the [[QuotationActive][Active quotations]] grid to see the request.<br />
      * Note: you can receive an email or text-message (SMS) when someone entered a RFQ.
      * Look [[QuotationStatuses][here]] for RFQ status actions.
   * Also have a look at the [[TracktraceOrderoverview][Active Shipments]] grid, where the request is also displayed, showing RFQ in front of the shipmentID to make it clear it is not an order yet.
   * Edit the rquest to give the requester a quote: <br />
     <img alt="QuoteForm01.png" height="831" src="%ATTACHURLPATH%/QuoteForm01.png" width="690" /><br /><br />
   * The Total Charges (3) will be quoted to the customer. Total Costs (3) is only a reminder for you.
   * Be sure to set New Status (4) to RFQquote and submit (6) the form.
   * After submitting the following form appears to check the email address (1) where the quote is send to:<br />
     <img alt="QuoteSending01.png" height="830" src="%ATTACHURLPATH%/QuoteSending01.png" width="678" />
   * This information is sent to the customer. It is probably a good idea to add your own email address too (1), so you receive a copy of the email the customer receives.
   * Click "Send" (1) to send the email.
   * The email contains a link (4) for the customer to accept the quote and transform the RFQ into an order.<br /><br /><img alt="QuoteSending02.png" height="142" src="%ATTACHURL%/QuoteSending02.png" title="QuoteSending02.png" width="678" />
   * When the customer clicks "complete the order form" (4), the customer is redirected to the order entry form with all details for him to check and to submit.
   * The RFQ has now become a normal transport order, just like the other transport orders submitted by web interface, EDI or Warehousing. You will find all these orders in the [[TracktraceOrderoverview][Active Shipments]] overview.

Attachments

Topic attachments
I	Attachment	History	Action	Size	Date	Who	Comment
png	QuoteForm01.png	r1	manage	97.6 K	2017-03-06 - 12:56	RutgerRutgers	QuoteForm01
png	QuoteSending01.png	r1	manage	87.5 K	2017-03-06 - 13:03	RutgerRutgers	quote sending
png	QuoteSending02.png	r1	manage	17.4 K	2017-03-06 - 13:20	RutgerRutgers	quoteSending04

Topic revision: r1 - 2017-03-06 - RutgerRutgers