Create Request for Quote Order Scheme

You can create a request for quote order scheme from the Banking Module. By setting up the Request Quote from the Payment Term and Payment Term Group functions, you can access these changes on your webstore.

1. From the Banking Module > Setup > Payment > Payment Term. The Payment Term list will be displayed.
   
   
2. Select New from the menu bar to create a new payment term. The Payment Term form will be displayed.

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3. From the Detail tab of the Payment Term form, enter REQUEST QUOTE in the Payment Term and Description fields.

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   From the dropdown list of the Payment Type field, select Credit Card from the options. Click Save and Close from the menu bar to apply changes.

   

   Be sure to accurately enter the "REQUEST QUOTE" text as you see it. Otherwise, this setting will not work.

   
   
4. For the next step, from the Banking Module >Setup > Payment > Payment Term Group. The Payment Term Group list will be displayed. Double-click on the DEFAULT entry to display its properties in the List tab.

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5. In the Detail tab you will notice that the payment term REQUEST QUOTE will be available. Include it in the Selected Payment Term pane by clicking on the arrow buttons.

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6. Click Save and Close from the menu bar to apply your changes.