Suppliers can review and/or edit quotes submitted to customers.
Review Quote
To review quotes submitted to customers, go to Quotes on the left side panel > select View Quotes.
Suppliers can customize the search by 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.
Once completed, the desired quote screen will appear to review information, such as Published Date, State, Expiry Date, Attachments (if supplier provided at the time of creating the quote).
Copy Quote
For supplier's convenience, they can copy a previously submitted supplier initiated quote to customers.
To copy a previous submitted quote, go to Quotes on the left side panel > select View Bid Requests.
Suppliers can customize the search by 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.
Once completed, the desired quote screen will appear to review information > select More Actions > click Copy.
Once completed, make any desired updates (if applicable) and select Create.
Cancel Quote
To cancel a supplier initiated quote, go to Quotes on the left side panel > select View Bid Requests.
Suppliers can customize the search by 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.
Once completed, the desired quote screen will appear to review information > select More Actions > click Cancel > a pop-up box will appear to confirm cancelation by selecting OK.
After selecting OK, the quote will immediately go into Cancelled state.