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Accredo B2B portal

Accredo quotes, viewed and accepted online

Quotes in Rapido are your Accredo quotes, shown to the customer in the portal, where they can accept one to turn it into a sales order or save a cart as a new quote.

A quote with an Accept button turning into an order.
How it works

Step by step.

  1. Your team quotes in Accredo

    Quotes are created in Accredo as usual, with a follow-up date. The portal lists each customer’s quotes: active until the follow-up date, expired after it, or accepted.

  2. The customer accepts online

    Accepting a quote asks Accredo to create the sales order from it, so lines and prices come straight from the quote. The quote is marked accepted.

  3. Or the customer saves a cart as a quote

    At checkout the customer can save the cart as a quote in Accredo instead of ordering. It gets a follow-up date, 30 days ahead by default.

Can trade customers accept a quote online?

Yes. Accepting runs Accredo’s own order-from-quote, so the sales order is created by Accredo, not re-keyed.

What does the customer see?

A list of their quotes from Accredo, grouped as active, expired and accepted. Active quotes can be accepted; for an expired one, the customer is asked to contact their rep for an updated quote.

What syncs from Accredo, and how often

Data From Accredo How often
Quotes and their status Invoice (Quote document class) Every 30 seconds

Rapido checks Accredo for changed records every 30 seconds and copies them to the portal. Statements and invoice PDFs are printed by Accredo when the customer asks for them, and orders are sent to Accredo as soon as they are placed.

Quotes are a module we switch on per portal, including the quote status and follow-up date fields in Accredo.

FAQ

Quotes questions.

  • Does the portal show Accredo quotes?
    Yes, when the quotes module is on. Each customer sees their own quotes as active, expired or accepted.
  • What happens when a customer accepts a quote?
    Accredo creates the sales order from the quote, and the quote is marked accepted.
  • Can a customer request a quote from the portal?
    Yes. They can save their cart as a quote in Accredo for your team to follow up.

Related features

  • Orders into Accredo Orders go into Accredo as Order Entry orders or invoices, your choice, with the customer’s PO number and delivery address, and are tracked until Accredo confirms them.
  • Customer pricing All Accredo Special Pricing, with price levels, quantity breaks and date ranges, applied per customer and checked again on the server whenever the cart changes.
  • Sales reps Reps see their own Accredo customers, each account’s balance and open orders, keep notes and to-dos, and order on a customer’s behalf.

All portal features · Accredo B2B portal overview

━━━ Accredo B2B portal

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