How do I update the price or provide a quote for a new request?
You can update the total projected cost of a project or add a quote when initiating a request on behalf of a customer or after you have received a service request. Once the customer has agreed to the projected cost, you will no longer be able to update the projected cost.
From your home page, you will see a list of all service requests awaiting a quote. Click the request you wish to access. (Figure 1)
Now, expand the service request you wish to update by clicking the blue arrow. (Figure 2)
You can add services from the core’s service list or ad hoc charge line items to build the quote and calculate the project’s projected cost.
STEP 1: Click on add service.
The Services window displays (Figure 4)
STEP 2: Complete the Services window.
If there are multiple services available, you may choose to scroll down the list to locate the service of interest. Alternatively, you may start typing the service name in the search field to view a restricted set of services. (Figure 5)
STEP 3: Enter the unit quantity and then click the green plus button to add the service.
Your new service displays. (Figure 6)
The service line item is added.
In the event that a line item charge needs to be added that is not part of core’s list of provided services, an ad hoc charge line item can be added using the add charge button.
STEP 1: Click on add charge.
The New Charge window displays (Figure 7)
STEP 2: Complete the New Charge window. Click add. (Figure 8)
STEP 3: Agree to the new charges.
Agree to the new charges by clicking the agree button. (Figure 10)
STEP 4: Create the quote.
Review the project cost, enter in the quote expiration date if applicable and indicate which items on the request you want included on the PDF quote.
Click on submit to send the PDF quote and link to the request in iLab in an email to the request owner . (Figure 11)
The new information displays in the request and the request status is now Waiting for Researcher to Agree. (Figure 12)
STEP 5: Access the quote via email (if applicable).
When you click submit on the quote, an email will be generated and sent to the email addresses designated with a summary of the project and a quote included. (Figure 13)
Was this article helpful?