Creating a Retail Quote
To create a Retail Quote, proceed as follows:
1. Navigate to the Orders menu.
2. At the top on the right side, click on button Create New Order.
3. Select order type Retail Quote.
4. Once the Order type has been selected, the system displays a list of your partner customers.
Here, click the Select button to select the customer account for which you want to buy products.
5. On the next page, select the products you want to include in the quote.
You can search for a specific product name using the search field or filter the product list based on the filter options on the left-hand side:
- Product
- Payment Model
- Material Group
Add a product to the Shopping Cart by clicking the plus icon, or remove a product by clicking the minus icon. By doing so, you can also adjust the quantity of the selected product.
6. The number of products in the Shopping Cart is displayed at the top next to the Shopping Cart icon.
You can display the items in the Shopping Cart as follows:
- Click on the triangle icon:
- Click on the Shopping Cart icon:
Important: The price determination for Retail Quotes refers to the customer price (usually the list price), not the price for you as a partner.
7. If the products and their quantities in the Shopping Cart are correct, click the Proceed To Checkout button (or the Checkout button in the pop-up window).
8. During checkout, real-time price determination is performed again.
On the left side, you can:
- enter an External Reference Number.
- add a Note.
On the right side, you can view information such as the Product ID, Product Name, Material Group, License, Price (including commission, if available), and more.
If the Rental Option has been set up for a product, a toggle is displayed below the product. If you activate the toggle, the system displays the rental price. See also article Product Rental Option in Quotes.
9. If all the information is correct, create the quote by clicking the Create Quote button.
Alternatively, you can:
- temporarily save the Shopping Cart for later. You can find the saved Shopping Cart later in the Orders menu under the Saved Carts tab.
- cancel the quote creation process.
10. After clicking the Create Quote button, you will be prompted to agree with the Terms and Conditions and the Online Order Policy.
To do this, activate the checkbox and click the Create Quote button.
11. Once the quote has been created, the Quote ID will be displayed on the left side, and you can proceed with the documentation step. That means, in the next step, you can decide how you would like to send the quote to the customer.
To do so, click the Continue To Documentation button.
12. In the documentation step, you can:
- Left: view, download, or print the quote (main contract) using the Download button.
- Right: decide whether to send the quote to the customer for signature via DocuSign, or download the quote and send it offline via your own email application.
| DocuSign | Offline |
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If the DocuSign process is used, you can: Select the contact person (recipient) that should receive the quote. The recipient can be selected either by clicking on it in the list, or by entering the name manually via the Add Manually button. Important: If you are just testing the CGM PORTAL, add another person as a contact person (e.g., yourself) so that the quote is not sent to a real customer!
Click on the Go to next step button to proceed. On the next screen, adjust the subject, if required, and write the message for sending the quote.
Click the Continue to next step button. On the next screen, you can
On the next page, you can preview the quote and email before sending it. If required, you can adjust the details via the pencil icons.
Click the Send Email With Documents button to send the e-mail containing a link to the quote to the selected contact person (recipient) via DocuSign.
The system will display a success message once the quote has been assigned. The quote is available in the Orders menu on the Quotes tab.
The customer will receive the email containing the link to the DocuSign quote. Clicking the link will direct the customer to the DocuSign website. Here, the customer can and decide, whether or not to sign the quote. If the customer signed the quote in DocuSign, an e-mail with the link to the DocuSign quote is sent to a countersigner at CGM and the status of the quote in the CGM PORTAL is automatically changed to Waiting for CGM Signature (if set up). If the customer rejected the quote, the status of the quote in the CGM PORTAL is changed to Rejected by Customer. Once the countersigner at CGM signed the DocuSign quote (if set up), the status of the quote in the CGM PORTAL is automatically changed to Placed and the quote is converted into an Order. The order is then visible in the Orders menu on the Orders tab. |
If the Offline process is used for a quote, you can:
The quote is available in the Orders menu on the Quotes tab. Here, the status of the quote is shown. |
