Shop Guide - Request for Quote- Reference InformationEdit on GitHub
This page contains the information on the UI elements and pages that refer to the Quotation Process & RFQ.
Quote Requests is the page where you can access all your RFQs. Don’t have an RFQ? Start creating it.
On the Quote Requests page, you see the following:
|1||Customer account menu||A menu with navigation items to specific sections where you can manage your customer information.|
|2||Quote Request Reference||A unique identifier of the RFQ in the system.|
|3||Owner||The name of the company user for whom the RFQ has been created.|
|4||Total||RFQ total amount.|
|5||Date||The date when the RFQ has been created.|
|6||Status||The status of the RFQ. See RFQ Statuses for the details.|
|7||Actions||A set of actions you can do with the RFQ.|
By default, the last created RFQ goes on top of the table.
Every Quote Request page consists of the following parts:
|1||RFQ Header||Includes Purchase Order number, Notes and Do not ship later than fields.|
|2||Price Mode||Can be Gross or Net.|
|3||Products||The list of products in the RFQ with their quantity, price, measurement and packaging units.|
|4||RFQ Details||This section contains: date - the date when the RFQ was created; company - the company where the RFQ was created; business unit - the business unit the RFQ belongs to; customer - the name of the company user who created the RFQ; status- the RFQ status; valid till - the date until which the RFQ is valid (is set by a Sales Representative); history - a drop-down list with the available RFQ versions.|
|5||Your Order||Includes the number of items in the RFQ, Discounts (if any applicable), taxes, Subtotal, and Grand Total.|
|6||Actions||The actions you can do with the RFQ. Can vary depending on the RFQ status.|
For submitting the form