Requesting a Job Quote is initiated from the Cart. As a buyer, I want a discount on a products based on the quantity I am ordering for a specific job. The total quantity ordered will be broken into multiple orders. The total quantity must be ordered by the expiration date.
If a Sales Representative provides a price quote on a product, any available promotions are disallowed. Additionally, any promotions applied to an order prior to submitting a quote request will be removed.
Buyer requesting a job quote
- Click Request a Quote.
- Select Quote for a Job.
- Enter the Job Name (user-defined title for the job).
- (Optional) Enter notes to the Sales Rep in the Add Notes field.
- Verify or enter the quantity of the product needed for the job in the QTY field.
- Click Submit Quote Request.
Upon submission, the following quote summary screen displays and the Sales Representative is notified of the Job Quote request.
Sales representative responding to a job quote request
- Select My Account on the website navigation menu.
- Select a Quote # to respond to.
- In the Job Expiration Date field, enter the date by which the total quantity of the product quoted must be ordered.
- Write a message to the buyer in the Message field if clarification on the job is required.
- Click Quote to quote the price break on the quantity requested.
- Enter the quoted price in the Price field.
- Click Apply Quote.
- Click Submit Job Quote.
The buyer is notified of the quote, and can accept or reject it.
Buyer acting on a job quote
- Select My Account on the website navigation menu.
- Click My Quotes.
- Click the Quote # you are taking action on (accepting or rejecting).
- Click either Accept Job Quote the Decline Job Quote.
If accepted, the product quoted reflects the quoted price until either the quantity is reached or the expiration date passes.
When a release order is created to send quantity from a job quote it cannot be modified in any way, except for changing the ship-to address.
Please sign in to leave a comment.