Navigate to ‘Plans’, and then select the plan under which you want to make an inquiry. To open the plan, click the gear button. From the ‘Inquiries’ tab of the plan, you can start a new inquiry related to the plan concerned.
The queries made under the plan can be used for surveying the consumption of the item being purchased, for example.
To create an inquiry, click the ‘New inquiry’ button on the ‘Inquiries’ tab.
FIGURE: Starting an inquiry under a plan
A template can be used for preparing an inquiry if applicable, or an inquiry can be created without a predefined template. The process for preparing an inquiry is the same as instructed in Create new inquiry with the addition of a tab named ‘Items’.
The ’Items’ tab is used for selecting the items on which you want to inquire more detailed information. Check the box next to the item to include it in the inquiry. If items have been selected to the inquiry, the recipients may define their own needs for the item.
FIGURE: Adding items to an inquiry
FIGURE: In the ‘Preview’ section, the creator of the inquiry can preview the inquiry using the ‘Preview inquiry’ feature.
FIGURE: Click ‘Add recipients’ to add recipients to the inquiry by typing the e-mail address to the field and by selecting system users from the drop-down menu.
When the inquiry is complete and the recipients have been added, click ‘Send inquiry’ in the preview section to send it. The process for managing a sent inquiry is described under Inquiries.