View an enquiry#

The enquiry detail screen brings everything about a single enquiry together — customer, contact person, status, products, and any purchase order attached.

Open an enquiry#

From the Enquiry Bank, click View in a row's Actions column. The page heading reads Enquiry Details.

What you see#

The screen has a header with an actions button on the right and two columns of cards below it.

• Customer card — name, address, GST.
• Enquiry Info card — enquiry number, status, date, created by and at, folder if set, total excluding tax.
• Contact Person card — name, email, phone, post.
• Purchase Order card — PO number, PO date, uploaded by, attachments. Until a PO has been recorded, this card shows No PO received yet.

A Products table sits below the cards. Each row expands to show the product's Make, HSN Code, and the default and custom descriptions.

Actions menu#

The actions button at the top right opens a two-column menu. Which entries you see depends on the enquiry's state and your permissions.

• Edit — Modify enquiry details. Replaced with Revise once the enquiry has been sent; revising reverts the status to pending.
• Copy Enquiry — Create a new enquiry with the same details.
• Send Quotation — Email quotation to customer. Replaced with Approve & Send on a queued enquiry.
• Unqueue — Unlock for further edits on a queued enquiry.
• Edit PO / Attach PO — manage the customer's purchase order details.
• Attachments — View or upload files.
• Universal Notes — shared notes and files for this enquiry.
• Revenue Share — Manage commission entries.
• RFQ Cart — Source these items from suppliers — pre-fills the cart.
• Convert to Sells Order — Create an sells order and deliver. Only shown once a PO has been received and the status is the right one. See Sales orders.
• Update Logs — View change history.
• Mail History — Who sent what and when.
• Delete — Permanently remove this enquiry, with confirmation in the Delete Enquiry modal.

Common questions#

What does Unqueue do?#

When an enquiry has been queued for sending, Unqueue unlocks it so you can edit it again. The subject and terms on the quotation are locked while it is queued.

How do I attach the customer's purchase order document?#

When a PO has been recorded, the Purchase Order card lists the Attachments and lets you open or download each one. Use Attach PO or Edit PO in the actions menu to upload or change PO documents.