Request a quote
Discover how to request a quote from a vendor for items that you are considering for purchase in WorldShare Acquisitions.
You can send a quote request to a vendor for items that you are considering for purchase. This will allow you to get firm prices from the vendor for expensive items, such as e-resources, prior to ordering.
Important notes about quote requests:
- When you request a quote, the system generates an email or print out of the order information that you can send to the vendor.
- Quote requests can only be generated from open orders.
- Once you request a quote for an open order, the order's Status changes to Open - Quote Requested.
- Create an order, or find an open order to send for a quote request. See Search and filter orders.
- At the top of the screen, click Request Quote.
- On the Request Quote window, fill in the fields:
- Method - The method you choose to notify the vendor of the order (Print or E-Mail).
- To - The person or department at the vendor who will receive your notification of an order. You can set a default method and vendor contact by editing the Acquisitions Settings in the vendor record. For more information, see Acquisitions Settings.
- Reply to - The person at your library that the vendor can contact about your order.
Note: The default is the first person listed in the OCLC WorldCat registry for your library.
(Optional) Change the Reply to contact.
- Click Change to select a different contact person.
- Click the Choose field to search through all users. Use the text field to search for a name, or select a name from the list.
- Click a name in the list to make them the library contact.
- (Optional) Select the Custom Order Text you want to include from the drop-down list.
- The method you choose determines the next step.
- Print:
- Click Continue.
- On the Print Preview window, click Print Request Quote.
- The quote request prints. Go to step 6.
- E-Mail (HTML)
- (Optional) Select the Preview email before sending check box to view the email before sending it to the vendor. Click Continue.
- Click Send Quote Request.
- A confirmation message appears and the order's status is updated to Open - Quote Requested.