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Reviewing the Details of a Sales Enquiry in Batoi eSuite

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In the details page of an 'Enquiry', you can see a set of buttons in the toolbar with the Enquiry details as shown in Figure 1. Each step shown in Figure 1 is explained in the below table.

Figure 1
Figure 1
Sl. No. Name Description
1 Back Use this button to return to the list page of enquiry
2 Add Activity Click to add an activity log for an enquiry
3 Activities Click to view all the activity logs added for an enquiry
4 Edit Enquiry Click to edit an enquiry
5 Print Enquiry Details Click to print the details of an enquiry
6 Archive Enquiry Click to archive an enquiry
7 Customer Organization Name The name of the customer organization for which the enquiry has been added
8 Enquiry Status The status of the added enquiry
9 Start Date The start date of the added enquiry
10 Target Date The target date of the added enquiry
11 Category The selected category for the enquiry
12 Enquiry Source The selected enquiry source for the enquiry
13 Manager The manager of the added enquiry
14 Organizational Users The selected organizational users for the enquiry
15 Upstream Vendor Organization The selected upstream vendor organization for the enquiry
16 Downstream Vendor Organization The selected downstream vendor organization for the enquiry
17 Enquiry Description The description added for the enquiry
18 Product List The name and pricing details of the selected product(s) for the enquiry
19 Product Name The name of the product added for the enquiry
20 Product Description The description of the product added for the enquiry
21 Product Quantity The total quantity of the product selected while adding the enquiry
22 Unit Price The unit price of the product selected for the enquiry
23 Amount The total amount of the product selected for the enquiry
24 Quotes Click on the + sign to add a quote for the enquiry. Click on the 'Quotes' widget to view all the quotes added for the enquiry
25 Orders Click on the + sign to add an order for the enquiry. Click on the 'Orders' widget to view all the orders added for the enquiry
26 Projects Click to view the project added for the enquiry
27 Latest Activities All the latest Activities will be auto-populated here

Add Activity for an Enquiry

Clicking on the 'Add Activity' button from the individual Enquiry details page will open up the 'Add Activity' pop-up window as shown in Figure 2. Add the requisite information and click on the 'Submit' button to save the information. Each step shown in Figure 2 is explained in the below table.

Figure 2
Figure 2
Sl. No. Name Type Description
1 Hours Spent Required Enter the hour spent for the activity
2 Status Required Select the enquiry status from the drop-down menu
3 Description Optional Enter a description for the activity
4 Caption Optional Enter a caption for the file you want to upload
5 Upload File Optional Select and upload a file from your system
6 + Add More Optional Click to add one more file

Print Enquiry Details

To print the details of an Enquiry, Click on the 'Print Enquiry Details' button present in the toolbar as shown in Figure 3.

Figure 3
Figure 3

Archive Enquiry

To archive the Enquiry, click on the 'Archive Enquiry' button present in the toolbar as shown in Figure 4.

Figure 4
Figure 4

Upon doing so, the 'Archive Enquiry' pop-up window with the buttons 'Proceed' and 'Cancel' will appear with a user message as shown in Figure 5. Click on the 'Proceed' button to archive the Enquiry. Click on the 'Cancel' button to close the pop-up window.

Figure 5
Figure 5

Add Quote in an Enquiry

Click on the '+' link present in the 'Quotes' widget from the Enquiry details page to add a new Quote as shown in Figure 6.

Figure 6
Figure 6

Upon doing so, the 'Add Quote' pop-up window with two buttons 'Proceed' and 'Cancel' will appear with drop-down menus to select the values for all the fields as shown in Figure 7.

Figure 7
Figure 7
After clicking on the 'Proceed' button, the 'Add Quote' page will appear.

    The drop-down values for all the fields appearing in the 'Add Quote' pop-up window will appear according to the 'Supply Chain Management' settings.

View Quote in an Enquiry

To view the details of a Quote created for an Enquiry, click on the 'Down Arrow' link appearing in the 'Quotes' widget from the Enquiry details page. Upon doing so, click on the quote subject to view a Quote as shown in Figure 8.

Figure 8
Figure 8

Add Order in an Enquiry

Click on the '+' link present in the 'Orders' widget from the Enquiry details page to add a new Order as shown in Figure 9.

Figure 9
Figure 9

Upon doing so, the 'Add Order' pop-up window with two buttons 'Proceed' and 'Cancel' will appear with drop-down menus to select the values for all the fields as shown in Figure 10.

Figure 10
Figure 10
After clicking on the 'Proceed' button, the 'Add Order' page will appear.

    The drop-down values for all the fields appearing in the 'Add Order' pop-up window will appear according to the 'Supply Chain Management' settings.

View Order in an Enquiry

To view the details of an Order created for an Enquiry, click on the 'Down Arrow' link appearing in the 'Orders' widget from the Enquiry details page. Upon doing so, click on the Order title to view an Order as shown in Figure 11.

Figure 11
Figure 11



Updated on May 09, 2020

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