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4.5 Save vs. Send Quote

https://www.youtube.com/watch?v=BbqfAzmLt7M

Objective

To provide a clear and concise step-by-step guide for team members to effectively submit offers in response to Requests for Quotation (RFQs), ensuring accuracy and minimizing errors in the process

Key Steps

  1. Complete Offer Details

    • Ensure all necessary details are entered into the offer, including the scope of work and inspection/test plan responses

  2. Review Price Matrix

    • Check if any changes are needed in the price matrix. Make necessary adjustments before proceeding

  3. Save Offer

    • Save the offer to ensure all entered details are retained. Note that the offer is saved but not yet sent

  4. Choose Next Action

    • Decide whether to send the offer or delete it:

      • To Send the Offer:

        • Click the "Send" button

        • Confirm that the offer is being sent to the RFQ owner

      • To Delete the Offer:

        • Click the "Delete" button if you wish to discard the offer

  5. Confirm Submission

    • After sending, check the confirmation message indicating that the offer is now sent and will appear in the request table

  6. Review RFQ Details

    • Click into the specific RFQ from the Requests screen to view details about the submitted offer. Ensure that the status shows as "suggested," indicating it has not yet been accepted or rejected

  7. Revocation Option (if necessary)

    • If changes are needed after sending, you have the option to revoke the offer. This allows you to start over and submit a new offer

Cautionary Notes

  • Once the offer is sent, it cannot be edited. Ensure all details are correct before sending

  • Revoking an offer will require the submission of a new offer, so use this option cautiously

Tips for Efficiency

  • Double-check all entries for accuracy before saving and sending to minimize the need for revocation

  • Keep a checklist of required details for the offer, including scope of work and price matrix adjustments, to streamline the process

  • Familiarize yourself with the request table layout to quickly locate and verify submitted offers

  • Maintain clear communication with team members about the status of RFQs and offers to avoid confusion

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