To scan a customer's Request for Quotation file (e.g. pdf, bmp, jpg, png), open the assistant "Scan
Sales Quotation". Site and Coordinator are preset with default Site of current user and with Coordinator which
is assigned to current user. Both fields can be edited.
Site: The site is automatically displayed and is the default site to which you are connected in Sites per
User. You can change the site manually or use the List of Values. You can choose between sites that are
connected to your user ID in Sites per User. A site is normally referred to as a geographic site,
where, for instance, one company can have several sites, each one with a separate address. Sites are defined
in Site page.
Coordinator: The identification of the person responsible for coordinating the handling of sales quotations and
customer orders. The coordinator is automatically filled in when a coordinator is connected to your user ID. This
connection is done in Sites per User page. If no coordinator is connected to your user ID, you can
indicate a coordinator manually.
The right to use the assistant "Scan Sales Quotation" must be granted to the current user.
The Site and Coordinator are defined for the quotation to be scanned in the next step. To proceed, select the file to scan.