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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.NameDescription
1BackUse this button to return to the list page of enquiry
2Add ActivityClick to add an activity log for an enquiry
3ActivitiesClick to view all the activity logs added for an enquiry
4Edit EnquiryClick to edit an enquiry
5Print Enquiry DetailsClick to print the details of an enquiry
6Archive EnquiryClick to archive an enquiry
7Customer Organization NameThe name of the customer organization for which the enquiry has been added
8Enquiry StatusThe status of the added enquiry
9Start DateThe start date of the added enquiry
10Target DateThe target date of the added enquiry
11CategoryThe selected category for the enquiry
12Enquiry SourceThe selected enquiry source for the enquiry
13ManagerThe manager of the added enquiry
14Organizational UsersThe selected organizational users for the enquiry
15Upstream Vendor OrganizationThe selected upstream vendor organization for the enquiry
16Downstream Vendor OrganizationThe selected downstream vendor organization for the enquiry
17Enquiry DescriptionThe description added for the enquiry
18Product ListThe name and pricing details of the selected product(s) for the enquiry
19Product NameThe name of the product added for the enquiry
20Product DescriptionThe description of the product added for the enquiry
21Product QuantityThe total quantity of the product selected while adding the enquiry
22Unit PriceThe unit price of the product selected for the enquiry
23AmountThe total amount of the product selected for the enquiry
24QuotesClick on the + sign to add a quote for the enquiry. Click on the 'Quotes' widget to view all the quotes added for the enquiry
25OrdersClick on the + sign to add an order for the enquiry. Click on the 'Orders' widget to view all the orders added for the enquiry
26ProjectsClick to view the project added for the enquiry
27Latest ActivitiesAll 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.NameTypeDescription
1Hours SpentRequiredEnter the hour spent for the activity
2StatusRequiredSelect the enquiry status from the drop-down menu
3DescriptionOptionalEnter a description for the activity
4CaptionOptionalEnter a caption for the file you want to upload
5Upload FileOptionalSelect and upload a file from your system
6+ Add MoreOptionalClick 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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