Set up Job Quotes
In addition to the RFQ functionality, a customer can also request a Job Quote. A job quote is quote on a specific quantity of products that does not need to be fulfilled at one time. The sales representative sets the expiration date of the job quote, and any quantity of products ordered during that time frame will use the job quote price.
Job quotes are a subset of the RFQ process, so the process to set up the RFQ functionality must be followed first. When enabling settings, ensure the Website Setting Allow Job Quotes must be set to YES. If you need more information on the RFQ process, review the articles below.
Note
If a Sales Representative provides a price quote on a product, any available promotions are disallowed. Additionally, any promotions applied to an order prior to submitting a quote request will be removed.