This article will explain how to save your Cost Submission as a draft, how to submit your Cost Submission, and how you can efficiently batch submit accross multiple sizes & purchase methods
Status
There are four states for a Cost Submission. Each size that your customer has selected will display in your Cost Submission with a unique status:
When you save the Cost Submission the status will update.
Saving
There are two ways to save a Cost Submission:
Save & Exit
Use this option if you need to come back to your work later to finish it, and you are not yet ready to share your work with your customer. Consequences:
- Save will not make your cost submission visible to your customer
- Save will not notify your customer
- status is unchanged
Save & Submit
Use this option when you are ready to share your work with your customer. Consequences:
- Save makes the Cost Submission visible to your customer
- Save will notify your customer
- status changes to Submitted
Feature Improvements coming soon:
- Saving for Products with More Than One Size
- Saving for Products in both Asset & Memo Purchase Methods simultaneously
For Save & Submit - it is important to let them know the FoB on linesheet will be updated with the submitted value whereas for Save & Exit, the FoB on linesheet will still display showroom quoted value