Only for Team Leads.
The first step to creating your project is adding your customer's information for the project.
The following are needed for your quote:
- Name - Add a name for your project.
- Customer Account - When you start typing the name or ID of the Customer, VallenIQ will automatically search and start suggesting relevant customers for you to choose from.
- Ship To Suffix - When users click the down arrow, this field will display available values that they can select. Only valid values that are selected from the dropdown suggestions will be accepted by the system.
- Warehouse - Type into the warehouse field to see a list of autocomplete dropdown suggestions and select the appropriate warehouse for your project.
- Contact Name, Phone Number, Email & Address - These fields will autofill based on the Customer Name that has been chosen. If there are multiple contacts available, you can choose the correct one from the Contact Name dropdown options. You can add information as needed as well.
- Vertical & Team Lead - Select from the drop-down the appropriate Vertical and Team Lead.
- Project Due Date - This due date will be set by default as 2 days from the current date.
- Project Type - The project type can be selected from the drop-down (Market Basket, Implementation, Blanket, or RFQ).
- Lastly, you can enter a Notes.
When you've finished entering your Customer Information, click on Next to select your Project Preferences.