Order Management
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      How do I process a Re-order Request?

      After receiving a re-order request you will need to find the associated quote in Visual.  Below are instructions for searching for the quote that was generated by the customer in Visual.

      Once a customer places a re-order request Craft and Hubspot automatically send the information to the appropriate site based on where the part was previously made (this typically happens within the hour).   

      Step 1.) Open the Estimating Window in Visual (Sales -> Estimating Window) 

      Step 2.) Make sure the “Site ID” is accurate and use the search button for the Quote ID 

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      Step 3.) Click the Purple filter button, and enter the RFQ number in between two % symbols.  Then click the purple filter button again to finish the search.  Simply click on the result to pull up the Quote.  

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      Step 4.) Once on the Quote page simply complete the quote request as normal and change the status to “Printed” and save. Graphical user interface, application Description automatically generated

       

      Please reach out to Julia Hartley if you have any questions

      Email Julia