Assign Quotes to Printer

As soon as a customer requests a quote from their My Account section, you will receive the quote request in the Admin Panel. To check the request, go to the Admin >> Quote Management >> View Quotes:

There you’ll see that the latest quote in the system has the status as ‘Quotation Pending’. You can also check the Quote Details, such as title, product details, quotes created date, and more.

Now, if you want to assign any quote to a printer i.e. ask them for their quotation of the product(s) you can simply click on the pen-like icon from the Printer column.

If you have added Printers your system from the Business Partners module, then you can assign the quote to the printer by selecting product(s), printer, keeping a due date and clicking on the Save.

The printer’s dropdown lists all the printer tags; you can anytime filter the printers using the same.

Once you have assigned the quote to a printer, then they’ll receive a notification into their Admin Panel.

To know more, go to the Printer Quotes.