If you do not see pricing information for the product you are looking for, you can create a special quote for non-catalog products.
Creating Special Quotes
There are three ways you can create a Special Quote Request in PyraCloud. This can be done through one of the following:
- Products and Services Page
- Special Quote Menu
- Procurement Workbench Page
Creating Special Quotes from Products and Services Page
Navigate to Buy > Products and Services.
This will open the Product & Services Page, click on “New Request” to create a new special quote as shown below:
Creating Special Quotes from the Menu
Navigate to Inventory > Special Quotes as shown below:
This will open the “Special Quotes” Page, click on “New Request” to create a new special quote as shown below:
Creating Special Quotes from Procurement Workbench
Navigate to Buy > Procurement Workbench
Click on “Open Requests” and scroll down to the bottom to see the option to create the special quote request as shown below:
Users can also create a Special Quote Request for a product in the following scenarios:
- An item is no longer in your catalog
- The price is no longer valid but is still in your catalog
- You need to search outside of your catalog from top publishers
Special Quote Creation
After accessing the special quote request page, enter all of the required information.
Note: The publisher and products fields will offer you suggestions from the current catalog. However, you can still enter your own entries if there is no suitable result.
Checking the “Renewal” checkbox indicates that this request is not for a new product but instead the renewal of existing product.
When you enter Publsiher details, an additional section will open where you can enter details of the products specific to that publisher as shown below:
You need to enter at least one Product to submit a request.
Click on the “Add … Product” button to request additional publisher products.
All requested products will be assigned to one request, however they will be displayed in separate row for each requested product as shown below.
As this is one single request, all of the attached documents will be visible on any of the “Detail pages” that share the same Request No.
Once you click “Submit” you will see a confirmation message which includes the special quote “Document Number” as shown below:
You have the option to select whether you would like to receive an email confirmation by clicking “Yes” or “No”. Clicking any of these two options will take you back to the products page.
You can also create a special quote from the “Request Special Quote from our Team” button at the bottom of the Product & Services page as shown below:
Switching between different products of the same request
As described in the previous section each Product Request is represented in a separate row in the Special Quotes Overview, even if they are from the same request.
When looking at the details of a special quote, you will see any other products that are part of the same request displayed in a box on the top left corner “Other products” as shown below:
Each entry links to the respective product so that it is easy to switch between the products.
Deleting multiple product requests
Deleting multiple product requests can be done in the usual way. It is possible to trigger the deletion from any of the products of the request.
Note: Please note that the whole request with all of the requested products will be deleted. It is not possible to delete only a single product request from a multple product request.
Finding your Special Quotes
There are two ways you can access Special Quotes, through the Special Quotes Menu and through Procurement Workbench.
Access through Special Quotes Menu
Navigate to Inventory > Special Quotes as shown below:
This will open the “Special Quotes” Page which displays a list of all special quotes. This provides the full history of all special quote requests.
The search can be customized by filtering the special quotes by date, publisher, status etc.
Access through Procurement Workbench
Navigate to Buy > Procurement Workbench.
This will open the Procurement Workbench page where you can see a quick summary of all your Open Request.
Clicking on the “Open Requests” tab will show you the detailed list of your open requests.
Customizing Special Quotes List
You can also customize the columns in the special quotes list as per your requirement. The steps below need to be performed to customize the columns.
On the extreme right hand side on top of the grid, click on “Customize”, this will open a list of all available columns.
All columns that are currently displayed have checkmarks next to their names. Tick the check mark against the columns to be displayed, and untick the check mark against the columns to be hidden.
If you would like to have these customizations available on your next login, click on “Save Configurations”.