CG Box Manual Part Three - Enquiry and Quote

1. Add Parts to Shopping Cart.

Tick the parts you want to buy and click “Add to Shopping Cart” at the bottom.

Note: you do not need to input the purchase quantity when adding the part. Default purchase quantity is 1 and if you add the same part to shopping cart again, the quantity will increase by 1.  You can revise the quantity in “My Shopping Cart”.

“My Shopping Cart” shows all the parts you select and automatically calculate the total price. This is very similar to many online shopping websites.

2. Operations in Shopping Cart.

i Check and Uncheck

Check and uncheck parts to select your desired parts. The total price will change accordingly. Tick “Check All” to select all parts and tick again to uncheck all.

ii Revise Part Quantity

Click on the quantity, it will become editable.

iii Delete Parts

To delete a single part, just click “delete” behind. To delete several parts, check them and click “Batch Delete”.

3. Create CRFQ (Customer Request for Quotation)

Check parts you desire and click “Make RFQ” to create a CRFQ.

4. Look up CRFQ

Where does the CRFQ go? Certainly it goes into our 2BizBox. Under “Sales Box – Quote – Customer RFQ”, you can input the CRFQ number to look up, or just click “2Seach All Customer RFQ Quote” to look up all RFQs.

5. Create Quote by CRFQ

Click CRFQ number to see detail. It lists all items need quote by the customer. Click “Create Quote” at the bottom to make Quote for all items quickly.

In Quote GUI, the CRFQ number has been filled automatically. You can edit every item’s price as we usually do.

6. Other Look up Functions for Quote in CG Box

i My RFQ Needed Quote

This GUI lists all CRFQs that need quote.

ii My Quoted RFQ

This GUI lists all CRFQ that has quoted in 2BizBox. E.g. we’ve just created a quote for CRFQ120011, and now click “My Quoted RFQ”, you will find CRFQ120011 is listed in My Quoted RFQ and it is related to Q1200009.

iii My Quotes not Pasted Due

Each quote has a valid date and the default period is 30 days. You can check the undue quotes in “My Quotes not pasted due” for part price. E.g. Q1200009 is just created, therefore, it is listed.