Submit/Decline a Quote

When the customer uses ConSol to send a request to quote on work, an email is sent to the Supplier notifying of the quote number. The request must be accepted and a quote submitted, or the request must be declined.

1. Select Worklist from the ConSol menu.

2. From the drop down select All.

3. Scroll down to the Quotes section and click Quotes Not Yet Submitted.

4. If the Acquire button is visible, click Acquire.

5. Click Action.

6. If there are unread attachments needing to be viewed, the Attachments link is displayed in red text. Click the Attachments link and view the attached file(s).

7. To decline the request to quote, fill in the Decline Reason and click Decline Quote.

8. To itemise and submit a quote, do the following:

• If the Customer has itemised the quote, a list of Items with quantities is displayed on the Items tab. For each item on the list enter the unit rate for the item and modify the Quantity, if necessary. 
  
  
  NOTE:
  A contract rate is displayed at the end of the Item description. For Fixed and Capped rate items, this is the contractually agreed rate. For "At Cost" or "Variable" rate items, this is an indicative rate. As this is a request for a Quote, the Supplier is not constrained to use the contract rate but may wish to adjust the rate to provide a better price. If the quote is accepted by the Supplier, the quoted rates will be used on the Order.
  
  
• If the customer has not itemised the quote or If more items are required on the Quote, add rows, select the Item(s) from the selection list and include the Unit Rate and Order Qty. 
  
  
  NOTE:
  Items cannot be deleted. To “remove” an item from the quote, delete the Unit Rate and the Quantity.
  
  
• Use the Attach tab if any text notes or files need to be attached to the Quote.

9. Click Submit.