Instant Quotes and Purchasing

From Protocase Designer Documentation
Revision as of 14:21, 4 August 2017 by Jfinney (talk | contribs) (Request Instant Quote)

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Registering

Registering allows you to request instant quotes, request purchase orders, order your enclosure online, and access the Protocase Designer forum.

  1. On the File menu, click Register. The Registration dialog box appears.

    Dialogbox-registration NEW.png
  2. Enter your contact information and create a password, then click OK. A message appears confirming that registration was successful. You will receive an email within a few minutes containing verification link. If you do not receive the verification email within a few minutes, check your spam folder.
  3. Click the verification link in the email to complete the verification process.
Note: If you have trouble registering, please email info@protocase.com


Checking your design for errors

After you have accepted your design and are ready to purchase it, get a quote, or create a requisition, check it for errors:

  1. In the 3D View, choose File > Check Design for Problems.
    If there are no problems, a message is displayed to that effect. If there are problems (such as an item outside the boundary or a cutout in an exclusion zone), the Design Errors dialog opens. The faces with problems are listed at the top, and the individual parts and their errors are listed below.
    Design errors dialog NEW.png
    If you click Open Face Editor for a face, the face is displayed with all problem items selected. If you click Display Error for a specific error, the face is displayed with the error selected.
    If you receive the error object outside boundary but the Face Editor does not display the item, look in the Properties panel on the far right of the screen. If the object's coordinates show very high values, such as Origin(X): 981.252 and Origin(Y): 371.757, it is off the screen. Correct the coordinates if it is supposed to be in the design, or delete it.
  2. Make the corrections, accept the changes, and repeat the design check until you have no more errors.
    Note: If you do not check your design before choosing any of the Instant Quotes and Purchasing commands, Designer automatically checks the design for errors and, if found, displays the Design Errors dialog.

Request Instant Quote

  1. On the Instant Quotes and Purchasing menu, click Instant Quote. The Quoting webpage will open.
    Window-quote NEW.png
  2. Enter the quantity required and click Update.
Note: Using the Instant Quotes and Purchasing option only sends information required for quoting purposes which does NOT include your enclosure model. You must use the Create Requisition for purchasing department or Order your enclosure options in order to submit all required information to order your enclosure.


Create Requisition for purchasing department

Creating a requisition for your purchasing department will generate a quote similar to the instant quote option and will automatically send you an email with all the details that your purchasing department requires to order your enclosure.

  1. On the Instant Quotes and Purchasing menu, click Create Requisition for my Purchasing Department. A new webpage will open.
    Window-requisition.png
  2. Enter the quantity required and click Update.
  3. Click Email this page. An email including all the details for purchasing is sent to the email address entered during registration. If you do not receive the email within a few minutes, check your spam folder.
  4. Forward this email to your supervisor and purchasing department for approval.
  5. Contact Protocase by phone, email or fax to place your order.

Order your enclosure

  1. On the Instant Quotes and Purchasing menu, click Purchase. A new webpage will open.

    Window-purchase1-generatequote.png
  2. Enter the quantity required and click Generate Quote.
  3. Review your quote and click Continue.

    Window-purchase1-quote.png
  4. Confirm your contact information and click Continue.

    Window-purchase2-basicinfo.png
  5. Enter your billing details including payment method and click Continue.

    Window-purchase3-billing.png
  6. Enter your shipping details. If your shipping details are the same as your billing details, select the check box and click Continue.

    Window-purchase4-shipping.png
  7. Review all your order details as well as the terms and conditions of sale.
  8. Select the check box to agree with the terms.
  9. Click Submit Order to complete the ordering process. An order summary appears and an order confirmation email is sent to the email address entered during registration. If you do not receive the email within a few minutes, check your spam folder.
Note: If you have trouble ordering your enclosure, please email info@protocase.com



See Also: