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Last modified on 6/7/2012 4:49 PM by User.


Original Quotes - Sending a quote using O2O to a distributor


Replying to a distributor with an O2O quote is as simple as sending an email. To allow O2O to work with the original quote system most users are familiar with, we added a new menu item - just press it and follow the instructions.

Complete the Quote

Complete a quote to show the required pricing:

Send the RFQ

From the file menu, select "Share":

Select "Send Quote to Customer". Click "Lot Price only to Customer" to not send unit prices (optionally). Then press "Ok":

Select the customer or customers on the project you would like to send a quote to (there is only one distributor on this quote):

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