Quotes

The Quotes module in the Client Portal allows you to create a new quote and manage your existing quotes.

Creating a quote and converting it to an order

Watch a quick video guide showing how to create a quote and convert it to an order.

To create a quote and convert it to an order:

1. From the main menu, navigate to Procurement > Products.

2. On the Products page, search for the product to buy and select it from the list.

3. On the Product Detail page, review the product information. If needed, change the Buying for information, then select Add to Cart. A confirmation message is displayed.

4. Select Go to Shopping Cart in the confirmation message or navigate directly to your shopping cart (Procurement > Cart).

5. On the Shopping Cart page, select Create Quote.

6. Verify and edit your address information, then provide your contact details, including your email address. Select Create Quote again. A new quote is created.

7. Verify the quote details, including the number and product information. Select Convert to Order.

8. On the Convert to Order page, provide the PO numbers (mandatory). Optionally, you can add internal comments and reference information. Select Convert to Order.

A confirmation message is displayed, and your order is created. You can download your order information as a PDF.