New Quotes Process
The new Quotes Process is designed to simplify workflows and enhance collaboration for Super Admins, location users, and suppliers. Hereās a quick look at whatās new and what it means for you:
- Quote Visibility and Access: View Quotes easily in a pop up window accessed via the teal action bar. This user-friendly interface allows for quick interactions without leaving your current page.
- Nominate multiple Suppliers simultaneously: You can now select multiple Suppliers to nominate for a quote request to in one action. Set your quote ETA, and using the checkboxes on the intuitive āAvailable Suppliersā screen, select the Suppliers you require a quote from. You can still request additional quotes later if necessary
- Centralised Quote Overview: View and manage all active quotes from the same single pop-up window. This window provides a summary of each quoteās status, quick access to notes, and easy navigation to quote history.
- Notes & Tagging in Quotes: Communicate directly using our tagging functionality via the quote notes section. Keeping everything centralised and ensuring no communication is missed.
- Easy Quote Review & Decision: Quickly review, approve, or reject quotes in the Quotes Information screen with just a few clicks. Suppliers, you will receive notifications outcomes, helping to keep everyone informed and aligned.
Head to our Knowledge Base to read more on:
How to Request a Quote (Client)
Reviewing and Approving Quotes (Client)
Accepting a Quote Request (Supplier)
Submitting a Quote (Supplier)
Supplier Review Update: When Submitting a Supplier Review, the system will now flag via a pop up screen, any important information that is missing, such as costs, photos and invoices, before the review is finalised. This will help to improve efficiency and prompt invoice processing.