• Dashboard

  After Login to our portal, you will be in the Dashboard. NOTE : Regardless of its function, it will have the menu on the left with options and functions according to your module and permission. Clients Request for Quotation Request for Proposal Auctions Biddings Proposals Purchase Orders Measurements Invoicing Bills to Receive Credit Anticipations Contracts Activations HFew readers

• How do I respond to a request for quotation?

  To answer a Request for Quotation, there are 5 simple steps. When you receive the Request for Quotation notification, click on the link that accompanies this email and you will be directed to the system. When you enter the system, click on the Left Side Menu on the option Requests for quotation. On the ReFew readers

• How to Invoice the Order for My Client?

  After the order is approved and accepted, we proceed with invoicing. Here at Base-B, invoicing is very simple, and with the insertion of the invoice, everything is set between you and your client. How to Insert the Invoice for My Client? 1st - You need to accept the order. Find the pending order, and on the same line of the order to the right, click on the eye icon and select Accept or Refuse. (https://lh7-rt.googleusercontent.com/docsz/AD4nXfefoDnLCyvv6Dbgm5qu5QWf36ROPTYPKggFew readers

• How do I send a message to the buyer inside the process?

  When you receive a quotation or order, it may not be clear what information the buyer wants. It is then necessary to contact the buyer to find out more information. Today on our platform it is possible to send a message to the buyer about the process. After locating the process and checking some of its information, there are some options, among them is the option . >RequFew readers

• How to edit an already answered Proposal?

  This action is only possible if the process is still within the expiration period defined by the buyer. After being logged in to our platform. In the left menu, find the Proposals option. Locate the proposal you want to change. On the line of the submitted proposal, click on the 'eye' at the end of the line. Edit whatever interests you, and after all changes, click on the Send button. If you are still having problems, please contact us via our support icon.Some readers

• How do I respond to an Expired Request for Quotation?

  Unfortunately, it is not possible to respond to an Expired Request for Quotation. Optionally, what can be done is to ask the buyer to reopen the process, but obviously it depends on the conditions in which the process is found for the buyer, mainly in distant spaces between its current date and the expired period. In the system, it is possible to visualize the process and verify the buyer's data. Follow the following steps: After being logged in to our platform. In the left menu, find tSome readers

• Clients

  After logging in to our portal, in the left menu, there are Clients. In the Records option, you can check which customers have registered you as a Supplier. For information about your customer, click on the 'eye' at the end of the line. In the Documents option, you can check the documents that were reFew readers

• Requests For Quotation

  After logging in to our portal, in the left menu, there are Request for Quotation. In this option, you check some information such as: status of the request, when the request was made, if there is a deadline to respond, the code, the description of the request and which client you received the proposal from. How do I respond to a Request for Quotation? At the end of the request line, there isSome readers

• Proposals

  After answering the quote request, in the left menu, there are Proposals. In this option, you check the proposals already answered, what is the situation, the code generated, how many times the revision was requested, when it was sent, the description, the client and the quotation code. And further down the line, if you want to check information or details, just click on the 'eye' . How to reSome readers

• Purchase Orders

  After logging in to our portal, in the left menu, there are Purchase Orders. In the orders option, you can check the order information, the status, the generated code, the issue date, the customer, the description, the quotation code and also the total value of the order. And further down the line if you want to check information or details, send a message to the buyer, print the order as a PDF, acceptSome readers

• Measurements

  After logging in to our portal, in the left menu, there are Measurements. In this option, you check the measurements, their status, which measurement code, which customer, review, approval and billing dates, payment date, contract number and order number. When the measurement is with the situation Supplier Review. It is necessary for the supplier to review the measurement. Clicking on the 3 dots oFew readers

• Invoices

  After logging in to our portal, in the left menu, there are Invoicing. In the Invoicing option, you can check the situation, the invoice number, the type and model, which customer, the date of issue/delivery and the total amount. How do I add billing for my account? To add another billing, just go to Add, in the upper right corner and fill in the fields. But also if you want to check iSome readers

• Bills to Receive

  After logging in to our portal, in the left menu, there are Bills to Receive. In the Bills to Receive option, you can check information about the payment status of the purchase order, which is the security number, which is the payment slip, for which branch (if any), customer and due date. If you want to check information and details, just click on the 3 dots at the end of the line. IMPORTANTFew readers

• Contracts

  After logging in to our portal, in the left menu, there are Contracts. In the Contracts option, you can check the contract information, its status, code and description, for which customer and its start and end date. If you want to check information or details, just click on the 'eye' at the end of the line. (https://storage.crisp.chat/users/helpdesk/website/9040e83e46dad000/image1h2k278.pnSome readers

• Activations

  After logging in to our portal, in the left menu, there are Activations. The activation process would be a supplier validation/activation step in the buyer's 'supplier list'. In the Activations option, you can check the activation status, which customer the activation was received from, the activation code, description and activation start date and expiration date. At the end of the line, there willFew readers

• Homologations

  After logging in to our portal, in the left menu, there are Homologation. The Homologation process would be a stage of validation/activation of the supplier, in the 'supplier list' of the buyer. In the Homologation option, you can check the approval status, which customer it was received from, the approval code, the description and the activation start and expiration date and the score (percentageFew readers