eCommerce Websites - Ordering
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      1. Texada Knowledge Base
      2. Rental: GateWay
      3. eCommerce Websites - Ordering

      Request a Price Quote on an Order in eCommerce

      Describes how to request a quote on the products in your shopping cart before checking out on the company’s ecommerce website.

      Type

      How to

      Audience

      GateWay Customer, Guest, Salesperson

      Products

      GateWay ecommerce, customer access portal

      Context

      Request a quote on a product when you are not sure if you want to purchase or rent, or if the price is not listed.

      Before You Begin

      Required: Internet connection, existing product in your shopping cart, delivery site information (if applicable)

      Optional: Rental date range

      Steps

      To request a quote, do the following:

      1. In the header bar, click shopping cart
        Note: The number on the cart represents the number of unique products currently in the cart. See: “Add a Product to Your Shopping Cart in Ecommerce” for more information.
        The Shopping Cart page opens and displays a list of the products currently in your cart, along with the currently available quantities of those products
      2. Optional: Use the quantity selector to specify the quantity of the product(s) you need to rent or purchase
      3. Optional: For rental products, to adjust the dates for the rental period, in the Order Summary section under Rental Dates, click Change, and do the following:
        1. In the Select Rental Dates popup, use the right hand calendar and time dropdown to select the date for the rental to begin, and use the left hand calendar and time dropdown to select the date for the rental to end
        2. Click APPLY

        The dates for the rental period are updated
      4. Click CHECK OUT
        The Delivery Details page opens
      5. Do one of the following:
        1. If you need to pick up the products at the company’s store, click In-Store Pick-up
        2. If you need to have the products delivered to you, click Delivery
      6. Use the Select Job Site dropdown to select the site you need the products delivered to
      7. Optional: If you do not see the appropriate site in the Select Job Site dropdown, click +ADD NEW JOB SITE and do the following:
        1. Type a name for the job site that clearly identifies the site in the Job Site Name field
        2. Optional: Type the address of the site in the Address 1 and/or Address 2 fields
        3. Type the name of the city for the job site in the City field
        4. Type the name of the state or province for the job site in the State/Province field
        5. Type the zip or postal code of the job site in the Zip/Postal Code field
        6. Type the phone number for the job site in the Phone field
        7. Click SAVE

        The job site information is added to the list of job sites
      8. Optional: If the site is the same as your customer contact information, check Site contact details same as customer information 
      9. In the SITE CONTACT INFORMATION section, type the name of the contact for the delivery in the Name field
      10. Type the phone number of the contact for the delivery in the Phone No. field
      11. Optional: In the ORDER INFORMATION section, type the Purchase Order that applies to this order in the PO No. field
      12. Type any special instructions, such as a specific location at the site, or hazards to be aware of, in the Special Instructions field
      13. Click REQUEST QUOTE
        The confirmation page opens and displays the details of your quote request

        An email confirmation is sent to the email address associated with your user account
      14. Optional: Click VIEW ORDERS to access the list of orders in the customer access portal. See: “Search the List of Rental Contacts in GateWay” for more information.

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