Quotes, price holds and approvals

Quotes, price holds and approvals

Applies to: Direct Supply solutions and resources noted; steps may vary by product.

Overview

This article explains how to perform quotes, price holds and approvals in the context of Ordering, Shipping & Returns.

Prerequisites

• Appropriate role/permissions for the action
• Access to relevant Direct Supply site or tool (e.g., Store, TELS, Designer Link)

Steps

1. Open the page or module for quotes, price holds and approvals.
2. Complete required fields; validate selections or attachments.
3. Save or submit for approval, as needed.

Verify

• Confirm expected results (e.g., order status, report output, saved settings).
• Check any downstream outputs (e.g., quotes, PM tasks, invoices).

Troubleshooting

• Review validation messages and correct data.
• If issues persist, capture screenshots and contact Support.

Note: This demo content is structured to showcase Zendesk features.