How can I modify a file in ‘Quote’ status?
When a file has the status 'Quote', it can still be modified. You can select the 'Edit' option through the navigation menu (navigation wheel) in the file bar at the top. This file bar with navigation menu is always visible regardless of which tab you are on. If you select the ‘Edit' option here, the status of your file will change to 'Edit'. You now have the possibility to change your request in the ‘Configurator’ tab.
How can I turn an order in ‘Quote’ status into an order?
To convert a quotation request to an order, you must first change the status of your file from 'Quote’ to 'Edit'. You can do this via the navigation menu (navigation wheel) in the file bar at the top of the page. Here you will find the option 'Edit'. You now have the possibility to place the order in the ‘Configurator’ tab. You can find all previous requests in the 'History' tab. You can find how to open it in the 'Configurator' tab at 'How can I order a previously requested quote?’.
Can I copy a file?
You can copy a file in 2 different ways. If you are in the overview of all files, click on the navigation wheel of the file to be copied and click on 'Copy'.
If you are already in the file that needs to be copied, click on the navigation wheel in the file bar and click 'Copy'.
In both cases, you will immediately be referred to the 'Information' tab of the new file. The same information is automatically copied from the copied file, as well as 'Product overview' in the ‘Configurator’ tab. Obviously, you can make the desired adjustments. Neither the messages in 'Communication' nor in 'History' are copied.
How can I mark files to follow up?
If you wish to closely follow up on certain files, you can mark them as 'Follow Up'. You can do this by clicking on the asterisk for the WebID in the overview. The asterisk turns yellow. Your 'follow up' files always stay at the top of the overview.
How can I search for a particular file?
In the overview, you can use the filter to search for a particular file in terms of the information you know. You can search with the following filters:
- All: You can specify any term (Web ID, customer name, customer number, a word from the reference, etc.). The filter function will give you proposals and group them by type of search term.
- Web ID: If you know the Web ID, you can search for it. This is a unique number per file and will immediately give you the desired search result.
- Customer: Allows you to search by customer name.
- Customer number: If this is known to you, you can also search by customer number.
- Your reference: You can also search by reference (or part of it).
- File number: The file number corresponds to the document number of the last published quote or order confirmation by Renson on e-Reps. You can also search for a file with this number.
The search function will show the 10 most relevant results. If the desired result is not found, refine your search.
My file is not finalised yet. How can I indicate this?
If you have already added a number of order lines to your file but are not yet ready, you can assign your file a status to indicate that this has not yet been completed. This is the status 'Incomplete'. To do so, click on the navigation wheel on the file bar and select 'Mark as ‘Incomplete’'.
I am looking for a specific document (invoice, quote, order confirmation, etc.). How can I find it quickly?
You can use 'Search document' (see white navigation bar at the top) to specifically search for a certain document. Fill in the reference or file number and you will immediately get an overview of all the documents belonging to this file.
Note: avoid spaces after the description!
Can I mark existing files with the 'cancelled' status myself?
You can do this, provided that there is no content in the 'Communication' tab. Select the file and click on the button with the navigation wheel. Next, click on 'Mark as ’Cancelled'’. If there is already some content in the 'Communication' tab, you can only mark the status as 'Handled'. You can read how to do this under 'Can I mark existing files with the status 'handled' myself?
Can I mark existing files with the 'handled' status myself?
You can do this, provided that there is content in the 'Communication' tab. Select the file and click on the button with the navigation wheel. Next, click on 'Mark as ’Handled'’. If there is no content in the 'Communication' tab, you can only mark the status as 'Cancelled'. You can read how to do this under 'Can I mark existing files with the status 'cancelled' myself?