In response to your request for a quote or order, the showroom will notify you that quote/order/invoice is ready to review. The notification will appear in your email inbox as well as your online dashboard. The email notification includes a PDF version of the quote/order/invoice and links you directly to the transaction online.
EDIT DETAILS
Assign quote to project, or edit the assigned project. Ship to details are automatically supplied from the project but can also be edited.
REQUEST CHANGE TO A LINE ITEM.
Request a change to the details of any line item. Showroom is automatically notified to update quote.
CONFIRM LINE ITEMS
Confirm line items when you are satisfied and ready to order.
PLACE ORDER
Click on Return to Cart button to review other transactions in the cart. and place order when you are satisfied with all details.
At the cart screen, click place order to proceed with transaction. This will send a notification to the showroom. You will receive an order confirmation notification back once the showroom processes your order.
MESSAGING, INTERNAL NOTES and ATTACHMENTS
Each product has its own quote number and detail screen through which you and the showroom can collaborate and message each other and with your own design team about specification changes after which you can confirm details and approvals.
Select the appropriate message tab at the bottom section of a quote or order before creating your message. You can also add attachments that are relevant to the quote or order. Each member of your team has direct access to all communications related to an order.
ITEMS FOR APPROVAL and RESERVES
Approvals - Cutting for Approvals (CFA); Drawing for Approval (DFA); Sample for Approval; Strikeoff for Approval. When appropriate, you can request a CFA. The showroom may indicate that a CFA is required and change the status to Shipped when shipped to the client for approval. Equally, a DFA can be uploaded to the quote or order for client review and approval. You can approve directly online.
Also, for certain products, you can order memos and request reserves.
MATERIAL ID for COMs, COLs + COTs
Material ID Forms - These can be completed by Showroom or Client to record and communicate details with the Brand manufacturer.
COMS - Customer Own Materials
COL - Customer Own Leather
COT - Customer Own Trim
REQUEST SALES ORDER
If you are happy with the details of the sales quote, you are asked to confirm the details at each line item (select the Confirm button on each detail line) and Return to Cart. At the cart select PLACE ORDER and your request will go directly to the showroom.
You will receive a Sales Order Confirmation from the showroom with details of deposit or balance due.
Check out Video of order details...
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