How to enter an enquiry

When the customer sends you a request for a product you enter the details into the enquiry requirements screen. There are two types of formulation possible:

1. ’Recipe’ — You select the substances required
2. ’Formulation’ — You select the components (generic groups)

When you have entered the requirements you then proceed to the formulation screen. Depending on the type of formulation you selected on the requirements screen you will find:

Recipe type of enquiry
As you selected the substances they will already be shown and the component types will have been calculated and are shown.

Formulation type of enquiry
You will need to select the substances to fulfil the enquiry from the component types. When you lick on the you will be shown a list of substances that are linked to the component, we also take into account the shelf life and any preferences set for the enquiry to filter the shown substances.

After you have entered the formulation information you can proceed to either the

• quotation screen. This screen gives you a summary of the costs for the enquiry and you can then enter the price you will sell the different batch sizes for. When the customer is not in your country then you can enter the current exchange rate and Minerva will calculate the value in both currencies.
• review screen. This screen gives you a chance to change some of the information entered on the requirements tab prior to authorise the enquiry.

While still on the quotation screen you can use the tabs to see how the reports look and to confirm that you have entered the information correctly, you could send a document to the customer for their approval.

When both you and your customer are satisfied that the formulation is correct then you can click the authorise button, this will then create the documents, those that have been flagged on the Reports/Email parameters screen will be created as PDF’s. Any documents that are not created as PDF’s you can still view and print but they are created as ad-hoc documents.

When looking at the reports screen each document has its own tab with a red or green disk these mean: -

• Red — PDF not created
• Green — PDF created.

At any stage, from the requirements screen, of the enquiry you can click on the history tab to view the history of the enquiry.