Open a quote

To open a service request:

1. Click Request Management > Quotes > Create New Quote.
2. Select one of the categories for this request.
   • Customer Procurement Requests
   • Human Resources
   • Employee Office Move Process
3. If you selected Customer Procurement Requests, perform the following steps:
   1. Select from the Master Catalog.
   2. Select the category of the item you are requesting.
   3. Select the item(s) you wish to request. A list of the item(s) you selected opens and shows the total cost.
   4. Click Add Items to add more items to your request.
   5. Click Submit Request.
   6. Fill in the required fields (such as requested delivery date and reason for request) in the New Request form.
4. If you selected Human Resources, perform the following steps:
   1. Select a category. You can choose to select defaults and also to modify the quantity.
   2. Click Add Items to add more items to your request.
   3. Click Submit Request.
   4. Fill in the required fields (such as start date, department, and manager) in the human resources form.
5. If you selected Employee Office Move Process, perform the following steps:
   1. Select from the available list of options. You can choose to select defaults and also to modify the quantity. A summary list of your selections opens and shows total cost.
   2. Click Add Items to add more items to your request.
   3. Click Submit Request.
   4. Fill in the required fields (such as first name, last name, and effective date) in the employee office move request form.
6. Click Save. Service Manager creates the new quote.

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Related references

Quote events
Quote options