Summary
Suppliers can easily review the details and status of quotes they proactively submitted to customers. Additionally, the platform provides quick actions to Copy a quote for reuse or Cancel a quote before the customer accepts it.
Prerequisites
Audience: Premium Supplier (Existing User)
Intent: Manage a quote initiated by the supplier.
Access: Must be logged into the Unimarket supplier portal.
Review a Quote
Go to Quotes on the left side panel.
Select View Quotes.
Customize your search using the Customer field, Buyer, Created Date From, and/or Created Date To fields.
Once the desired quote is located, select the desired quote name.
The desired quote screen will appear, allowing you to review information such as the Published Date, State, Expiry Date, and Attachments (if provided by the supplier at the time of creation).
Copy a Quote
For convenience, you can create a duplicate of a previously submitted quote to reuse for the same or a different customer.
Go to Quotes on the left side panel.
Select View Quotes.
Locate and select the desired quote name.
Once the desired quote screen appears, select More Actions.
Click Copy.
The system will create a new quote draft. Make any desired updates (e.g., changing the Customer, User, or Expiry Date).
Select Create to submit the new copied quote.
Cancel a Quote
A supplier initiated quote can be canceled at any time before the customer accepts it.
Go to Quotes on the left side panel.
Select View Quotes.
Locate and select the desired quote name.
Once the desired quote screen appears, select More Actions.
Click Cancel.
A pop-up box will appear to confirm cancellation. Select OK.
After selecting OK to cancel, the quote will immediately go into a Cancelled state.