Viewing Quotations

Available in Classic and VPC

In Mobile View Quotations menu, you can view quotation history for sales items requested for quotations by customers, including info such as item, quantity, and unit price.

To use the View Quotations menu, tap the > [Sales] > View Quotations in the WORKPLACE mobile app screen.

The View Quotations screen is laid out as follows.

View Quotation Details

You can check the quotation details and send electronic approval or quotation email, depending on the quotation progress.

Electronic Approval

If Whether to Get the Approval for Quotation is set to Y in WORKPLACE PC Web’s Sales Service > Settings menu, then you can use electronic approval in View Quotation Details screen. If the quotation progress is Order Available, then you can send a quotation email to the vendor.

The following describes how to get electronic approval.

1. In the WORKPLACE mobile app screen, tap > [Sales] > View Quotation.
2. If necessary, enter the search conditions in the search field and click the [OK] button.
   • Quotations that meets the search conditions will be displayed.
3. From the searched list, tap the quotation number with the progress Saved.
4. To modify the quote information before sending the quotation, make the modification in the quotation details screen, and then tap the [Save] button.
5. Tap the [Report for Approval] button.
6. Check the details in the approval request screen, and then tap the [Report] button.

Send Email

If the quotation progress is Order Available, then you can send a quotation email to the vendor.

The following describes how to send an email.

1. In the WORKPLACE mobile app screen, tap > [Sales] > View Quotation.
2. If necessary, enter the search conditions in the search field and click the [OK] button.
   • Quotations that meets the search conditions will be displayed.
3. From the searched list, tap the quotation number whose progress status is Order Available.
4. In the Quotation Details screen, tap the [Send Email] button.
5. In the Send Email screen, enter email title, email address and content, and then tap the [Send Email] button.