BizConnext › 360Connext › Features › Requests
The team asks for a quotation or a new customer; accounting works from the request
Employees send requests with the details; handlers see the company queue, take a request, ask for more or refuse with a reason, and make the quotation from it. Requesters always see the status.
- Quotation requests
- New customer requests
- Queue
- Ask for more
Sound familiar?
- Sales sends details in chat and accounting types them again
- No idea how far a request has got
- Requests lost across chat groups
Every request has a number and a status, and handlers make the document from it without retyping.
The handler’s queue
Requests waiting for someone and the ones you took, with the requester and last update.
- Take, ask for more, or refuse with a reason
- A quotation request closes when the quotation is issued
Requesters always know the status
Employees see their requests: waiting, in progress, needs info or done.
- E-mail when done, asked for more or refused
- Cancel while still open
How it works
- 1An employee sends a requestCustomer and items
- 2A handler takes itAsks for more if needed
- 3The document is made from itThe request closes itself
Questions
Who can send requests?
Everyone in the company sends requests and sees their own; those who handle a type see that type’s queue.
A quotation for a customer not yet in the system?
Yes — the request waits for a new-customer request and continues once the customer exists.
Do requesters need the accounting app?
No, they use the request pages and never see the books.
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