Use this buyer workflow to request a quote, communicate with suppliers, review quote details, and create an order.
1. Request a quote
- Open the left menu and choose the department and category where the supplier’s Showcase is available.
- Open the Showcase and select the products you want to quote.
- Choose Request Quote.
- In a category-based Showcase, select the supplier companies and intended recipients, add an email message if needed, and choose Save in the Request Quote drawer. A shared Showcase opened without a category uses a different form: enter the Quote name and Freight terms, then choose Send. Review the fields and recipients shown before submitting.
- Open the new quote from the confirmation or quotes list.
2. Message your supplier
Open the quote and choose Notify to send a message to the supplier. For a note about one item, open that product’s details and use the note or messaging control shown in the workspace. Review the displayed recipients and audience before posting.
3. Enter quote quantities and costs
- Switch the quote to line view using the view control.
- Select an item and enter the quantity, unit cost, or unit price needed for the negotiation.
- Before sending, review the quote fields and recipients so you share only values intended for the supplier.
- When your updates are ready, choose Notify to send them to the supplier.
For more detail, see Creating a Customer Quote.
4. Create and send an order
- From the quote, select the products to order and choose Order.
- Open the new order and choose Edit to complete the required order information.
- Save the order, then choose Send to notify the supplier.
For more detail, see Placing an Order from a Quote.
