CR tab

Viewing Customer Requests (CRs) on the quote window

 

  1. This tab displays the CRs submitted before the quote is workflowed to Bid Review.

 

 

 

 

 

 

 

  1. Click the Print button to send the hard copy to the printer.

  2. Click the Request CR link to generate a CR Request. The Customer Salescode Request window appears. This link only appears after a quote is created and an apparatus is configured with a valid Mainline Product configuration.

 

 

 

 

 

 

Related Topics:

 

Quote tab

 

Bid tab

 

BOM tab

 

Loose tab

 

Financial tab

 

Misc Adj tab

 

Add-ons tab

 

Trade ins tab

 

Reports tab

 

Files tab

 

Route History tab