Changes AFTER Custom Done

There will be instances where the reseller wishes to make further changes to the job after the Custom Design has been done. There are 3 scenarios that can be taken into account with current remedies illustrated below.

Engineering Amendments to the Document ONLY

1. Create a new Engineering Approval page using the original job number
   (Links to the job and will update the engineering drawings in the documents tab)
   

   

   
   

2. Send Quote to Reseller via the new Engineering Approval page
   

   

   
   

3. Reseller Accepts and Pays Quote
   

   

   
   

4. Add updated engineering drawings to the Engineering Approval page
   

5. Send to Engineer
   

   

   
   

6. GM send to Reseller automation - Engineering Document updates in Job Management page
   
   
   

Additional BOM edits / Import (BEFORE plans or job purchase)

1. Reseller must Custom Request again
   

   

2. System creates a new Engineering Approval page
   

   

3. Send Quote to Reseller via the new Engineering Approval page
   

   

4. Reseller Accepts and Pays Quote
   

   

   

   
   

5. Upload BOM Import and amended engineering drawings
   

6. Custom Done
   

   

7. Reseller purchases plans or full job
   

   

   
   

8. Sent to Engineer automation
   

   

9. Send to Reseller
   

   

11. Engineering Document updates in Job Management page

Additional BOM edits / Import (AFTER plans or job purchase)

1. Reseller must Copy the job and bring the new job to a Quote stage
   

   

   

   
   

2. Reseller must then select “Custom Request” button
   

   

   
   

3. Reseller must provide information in the description field about the original job and changes to be made
   

   

   
   

4. Accounts will send a quote via the engineering approval page of the new job
   

   

   
   

5. Reseller must Accept and Pay the quote
   

   

   
   

6. Quotec team will update engineering and do BOM import in the new job
   

7. Custom Done
   

   

   
   

8. Reseller must purchase plans or full job
   

   

   
   

9. Send to Engineer automation
   

   

   
   

10. Send to Reseller

11. Engineering Document updates in Job Management page