How to Place an Order from a Quote on Surefront

Name: How to Place an Order from a Quote on Surefront
Uploaded: 2023-12-19T22:17:47+00:00
Duration: 1 min 33 s
Channel: Luke Wang
Description: The video provides a step‑by‑step tutorial for users of the Surefront platform on how to turn a supplier quote received via email into a confirmed…

19 Dec 2023 · 2 min

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1:33

The video provides a step‑by‑step tutorial for users of the Surefront platform on how to turn a supplier quote received via email into a confirmed purchase order. It begins by opening the quote email, then clicking the line‑item icon to access the quote page. Users fill in business‑specific fields such as quantity, unit cost, and unit price, select all items, and click the Order button, which generates a green success notification and redirects to the newly created order. In the order view, the Edit button is used to add remaining details like ship dates and destinations, after which the user saves the order. The More dropdown’s “Send” option is then chosen, confirming the order on the buyer side. The supplier must log into their Surefront account to confirm, after which both parties see two green check marks indicating mutual confirmation. The tutorial concludes by encouraging users to repeat the process for multiple quotes and to use the Support button for any further questions.

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Let's demonstrate in this video how to place an order from the quote you received from your supplier. Head to your email inbox and select the quote that you have received. Once your page has been redirected, select the line icon on the top of your quote. Proceed to fill out any relevant information that applies to your business, like quantity, unit cost, or unit price. Once complete, select all of your items and click on the Order button in the top right-hand corner. A green notification will appear that you have successfully created an order. Click the link so you are redirected to the order itself. Here you will want to select the Edit button to fill out the remaining information you need to send out this order, such as ship dates, destinations, and any other relevant information for this order. Click Save once you are done. At the top, you will notice a More button and it will have a dropdown for you to select from. Select "Send." You will notice next to the "More" button that you as a buyer have now confirmed this order by sending it. To receive a confirmation from your supplier or seller, they will need to log into their own account and confirm it on their end. And once they've confirmed it, both of you will notice two green check marks for this order. Continue to place as many orders as you'd like through the quotes you have received from multiple suppliers. For any additional questions, feel free to select the Support button at the top of the page.