How to accept Quote as a Customer?
Introduction
This article guides Customers and Customer Admins through the process of accepting quotes sent by Sellers. It covers the steps to review and accept a quote, which automatically places an Order. The article emphasizes that only authorized users can accept quotes and highlights the requirement to agree to Terms & Conditions before finalizing the acceptance.
In this article:
Accessing the Quote
Once a quote has been sent by the Seller, you will receive an email notification with the quote details.
The email will include:
- Quote summary with item details and pricing
- Quantity and total amount
- Validity period (typically 13 days to accept)
- Accept button to proceed with the quote
Accepting the Quote and placing the Order
To accept the quote, select the Accept button in the email notification.
After selecting Accept, a pop-up window will display the Terms & Conditions. Review the Terms & Conditions carefully and select the I agree button to continue.
Accepting the quote will automatically place the Order.
If you want to request changes to the quote instead, select the Request changes option in the email and reply with your requested modifications. For detailed guidance, refer to the article "How to request a change?"
Summary
This article provides Customers and Customer Admins with clear instructions on accepting quotes from Sellers. The process involves reviewing the email notification, accepting the quote, agreeing to Terms & Conditions, and automatically placing an Order. Only authorized users within the Customer Organization can complete this action.
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