Retrieve a Quote

If a Customer has been given a quote, this can be retrieved for online checkout. 

Quote Retrieval

The Customer will receive an email with a link to retrieve the quote; they can use this.

Alternatively, there is a link in your website footer for retrieve a quote'

The customer will have to enter their Quote Reference and postcode.

Anatomy of a Quote

Upon retrieval, a customer will see this screen:

If a Customer clicks 'Pay Now' they will be taken to the final step of the eCommerce checkout, and will be able to select from all available payment types.  

Tracking & Logging

There are two scenarios:

1. A Customer retrieves their Quote and immediately checks out online - in this instance:
   • • Salesperson will be retained against the new Sales Order (as per the Quote)
     • Sales Store will be retained against the new Sales Order (as per the Quote)
     • Sales Date will be updated to match the day the Customer made a payment
2. A Customer retrieves their Quote and amends it online, either by adding or removing items, before completing their purchase
   1. • The Quote will be cancelled
      • A brand new eCommerce Sales Order will be created
      • Sales Store and Salesperson will not be retained