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Once we've
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configured the RFQ module as seen
in the previous tutorials in this series,
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we're able to utilize it to request
and receive quotes for jobs.
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In this tutorial,
we'll explore this workflow
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as seen on the front end
of your Infigo storefront.
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We begin by navigating to
one of our products which require a quote.
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So I've got this
setup on a test storefront
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and I've just got the one product
set up as a featured product.
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We can see that this has been configured
as we saw in a previous tutorial,
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to require a quotation
in order to purchase.
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So I'm just going to enter a quantity,
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click quote
and then enter a quote reference
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from the perspective of the customer
requesting the quote
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that will now be saved into the
my accounts area.
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They also have an additional quote URL
which gives them some particular reference
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on the quote that was placed.
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So if I go to the accounts area
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saved quotes,
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then all of my available quotes
will appear here,
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including
the one I've just placed at the moment.
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There's No Child Quotes because none of
our suppliers have yet to place a bid.
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So from the suppliers perspective,
we now see they received an email,
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something like this.
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As we mentioned in that specific tutorial,
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the default templates that are provided
are very, very basic.
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They could really do with some tidying up
with your own branding
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and your own formatting
to get the emails looking nice.
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However, the email
that was received by the supplier
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does have a URL contained within it.
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I can just copy and paste that
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and now I'm viewing this
from the perspective
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of our supplier.
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By utilizing that link,
they get taken to this bid form.
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So we may have customized the form
with some text over here
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if we want to give them
some specific information.
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But what they're primarily going to do
is to take a look over on the right hand
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side, at the information
related to the quote.
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Then they can return some references,
some add some notes,
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or just declined to quote at
all for this particular job
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they have submits,
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they get a message saying whether the
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submission of that particular
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bit has been completed or not.
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And then what happens at this point
is that information now
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gets sent back to the customer
that actually requested
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the quotation.
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So the actual customer
now has received a couple of emails
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to prompt the fact
that there's been some response.
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So what we can see there is we've
got an email which is being returned,
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which is just giving some information
saying that particular supplier has
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responded to that request for quotation
with some associated information.
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And also
because there was only one potential
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supplier
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in contention for that particular example
that we set up.
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They've got a second email through which
to do is to do with all bids received.
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It's not just means that all of the bids
from all of the suppliers
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have been received
for that particular job.
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There
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is a link there where they can go
straight to their quotes area.
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Or I can just go back to the same site
I was on.
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I'll just refresh the saved quotes page
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and we'll now see that
that quote has come through in the Child
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Quotes area, the ability
to email that quotes elsewhere,
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or if I'm ready to accept it,
I can click open quote
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where I now have the ability.
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It gives you the price
based on what the supplier has quoted.
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And then I can add that to my basket
and then just proceed as normal
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and then just proceed as normal
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through our checkout process.
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Once the order has been placed, the order
information, as always, will be within
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the customer's order area.
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Then, from the
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suppliers perspective,
another email will be received.
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Something similar to this.
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But again, it can be customized to make it
look a little bit
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better.
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This is saying that the supplier has won
that job and is now giving
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all the relevant information
and prompts them to follow the next steps.
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So once that job has been processed,
once that job has been completed
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and is being dispatched, then
they have the ability to click this link
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here to mark
the item are shipped on the system
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so that will take them to the shipped
form.
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And again, remember,
this is what the supplier is going to see.
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That supplier can confirm
that job is shipped.
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They can add a tracking number
if necessary
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and then submit
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from the customer's perspective.
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That's now using the configure storefront.
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If you go back into their orders
and refresh the order information,
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we can see
that job has now set to be completed.
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Also is updated with information
based on when it was shipped.
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So when the supplier actually completed
that shipped form
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along with the tracking number
that the supplier
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has input.