Wiki

Case Status
Log In

Wiki

 
Version specific User Guides»OASIS [M] - Manufacturer Versi…»Sending a Quote Response to th…
  • RSS Feed

Last modified on 3/19/2012 12:10 PM by User.

Tags:

Sending a Quote Response to the Representative

Overview

Replying to a representative with an O2O quote is as simple as sending an email. Make sure to follow the O2O setup for representatives first.

Complete the Quote

Complete a quote to show the required pricing:

Don't forget to add any required notes:

Press any of the print buttons:

Press "Customer Copy":

Make sure to select the Output To: to be "Send Message". Also select the customer to send the quote to (multiple are allowed), then press Next:

Select pricing options and select "Print":

The standard quote form will show (shown above is a manufacturer's response to a rep). Below is the contents of the O2O file: