Customer Management Request a quote from supplier

If you have a distributor account administrator role you can login at app.cribwise.com to request quotes to supplier. 

To create a new quote request to supplier there are two possibilities in application.
 

• From home screen, press Request quote button

• From customer account – Quote tab, click on + New supplier quote request 

You can request a quote from the supplier for any type of account: Trial, Prospect, Active, Future. 

If the user in assign to one distributor only, then the distributor will be preselected in the quote request. 

If the user in assign to more than one distributor, then the user will need to select the Sales Unit in the quote request by clicking on \”Select distributor\” button. 

If the user wants to change the Sales Unit on the quote, then click on the trash can icon and select a new distributor.

When the quote flow is started from the customer’s account, all the information for the customer will be pre-filled in the interface. 

If the quote flow is started from the home screen, the user needs to input the company name. Once the user puts cursor in the Company name field, a dropdown with all the available customers will be presented.

Once the user starts typing the customer\’s name, the list will be filtered.  

If the user would like to create a potential customer (prospect) then a pop-up is presented.

The confirmation will trigger the creation of a potential customer with prospect status.  

The next step is to add hardware, attach configuration files and confirm the quote request.  

The quote request is stored in the quote list with status new. 

An email will be automatically sent to the quote requester and to the supplier. 

By clicking on the quote line from the Quotes tab or on the request linked in the email, the user can see the quote details.

Once Supplier will answer the quote, the status of the quote will be changed to Waiting answer and user will have possibility to accept or reject quote. 

An email will be automatically sent to the quote requester. 

Once the user accepts the quote, he will be redirected to the Purchase order flow. 

Read more about purchase order flow here 

The hardware quote will be valid for 30 days. Once the availability period ends, the quote will have the status Expired/Inactive (if the distributor didn’t accept or reject the quote in 30 days) and the distributor will not be able to accept the quote anymore. The distributor will need to request another quote for the same specifications (re-send quote).