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Version specific User Guides»OASIS [R] - Representative Ver…»Sending a quote using O2O to a…
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Last modified on 4/20/2012 10:28 AM by User.

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Sending a quote using O2O to a distributor

Overview

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

Complete the Quote

Complete a quote to show the required pricing:

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: