Refunding an On Account Customer Remittance

Select the customer to refund

• Click the Payee (Customer) tab
• Click the 'Select Customer' button
• Find the customer & click the blue/green tick to confirm

Select the payment to refund

• Click the ‘Bespoke Enquiry’ button in the bottom right hand corner
• This will bring up the screen below that will either allow you to either
• Import a previous bespoke enquire for a similar product or
• Create a new bespoke enquiry

Select Previous Enquiry or Add New

The screen opposite displays any previous enquiries for the chosen client. It can be filtered by current or live enquiries

You can then also search by

• Date Entered
• Job Description
• Project

If you want to add a new bespoke enquiry simply click the ‘+’ at the bottom of the screen and the screen below will appear

Add Outline Product Category

Now you need to add a category for the enquiry which will then provide you with a list of prompts / questions to help your suppliers quote for your requirements

Click the tick and it will take you to the next screen to allow you to enter more details

Add Job Description / Title

This screen allows you to enter more important data that will be needed to get prices. You will also be prompted to enter

• Project ID (Optional)
• Quantities Required
• Date & Time Prices Required By

Add Detailed Specification

The screen opposite appears on the next tab ‘Print Spec’ and you are prompted with a series of questions

Each question has a series of drop down answers for the most common responses or you can just type in a new answer

The next tab ‘Special Features’ enables you to free type any further information needed about the product

You can put your requirements on both tabs – or just one

Choose Suppliers to Send Enquiries to

Click ‘+’ to select which suppliers to send the enquiry to. The system will suggest your default suppliers for the product category or you can manually select suppliers

Click the ‘Print’ icon to send the enquiries to suppliers