Some orders will need to be priced manually as they have special requirements. A user can request a quotation which can be priced up in the print room and the quotation sent to the user via PrintStation. The user can then either accept the quotation and the order is placed on PrintStation or they can reject the quotation and the order is marked as deleted.
To send a quotation:
1.
Quotation requests will show in PrintStation with the status 'Waiting for Quote'. Select the order and view the details. You will not be able to use the Calculate Price button. Enter a value in the price field and save your changes. Add any notes as required when the changes are saved.
2.
Change the status of the order from 'Waiting for Quote' to 'Quote Sent'. When the status is changed an email is sent to the user telling them that they have received a quotation. They are then able to accept or reject the quotation.
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Accepted Quotation - If the user accepts the quotation an order is placed with a new order number and the order can be processed in the usual way. The original quotation order status is changed to 'Deleted; and removed from the PrintStation. The history of the quotation is shown on the History tab of the new order. Details entered about the quotation when the details were saved show in the Staff Notes area.
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Rejected Quotation - If the user rejects the quotation the order status is changed to 'Deleted; and removed from the PrintStation.
