When a customer on Gearflow is linked to your dealer account, each parts request they send you comes into your own Parts page as a copy. You quote it there, and your quote and your shipping updates land on the customer's own request.
Who sees it: dealer and broker accounts (Gearflow sets the account type; a free account claimed by a vendor is a dealer account). Only a person who can fulfil parts requests sends quotes. Anyone else sees "A dispatcher sends quotes."
A customer on Gearflow keeps you as a vendor. When that vendor entry is linked to your account, the customer's requests to you come into your account, not only into your email. Two ways make the link:
When the link is made, the customer's past orders with you are copied into your account too.
Each request the customer sends you shows on your Parts page. It keeps the customer's title (or reads "Parts for customer"), the customer, and the machine. The page has a Customer column and the tabs All, Inbound, Quoted, PO received, Fulfilling and History.
On the request, the Customer card reads Waiting on your quote. The one next step is Send quote. To buy the parts first, use the Source it first menu: Send RFQs to vendors, Browse sourcing options or Log an order.
Click Send quote. The sheet Quote this request opens. The steps are the same as for any dealer quote: see the SOP Quote a request. In short:
Where the quote goes: onto the customer's own request in their Gearflow account, as one message with the quote PDF. The customer's people get an email. The customer approves it in their own account, not by the approval link (that link is for quotes to your own customers).
When the customer orders, the request moves to PO received. Then:
Marking shipped updates the customer's own order, and their people are told. Full steps: Ship or stage an order.