Plan project equipment and request a quote

Use a project's Equipment tab when the request should remain attached to that facility project. Products added here are separate from the cart under Standalone Quotes.

Add equipment from Catalog

1. Open Catalog and select Products.
2. Search or filter the catalog.
3. Open a product and select Add to Project.
4. Select the destination project.
5. Confirm the added-product message.
6. Return to the project's Equipment tab.

If the project picker says No projects yet, select Create a Project first.

Build an equipment plan with the wizard

1. Open the project and select Equipment.
2. Select Launch Build Wizard.
3. In Profile, choose the property type and enter Room Size (sq ft). Add the primary users, supervision level, desired feel, or branding interest when relevant.
4. In Zones, review the preset allocation. Include or exclude zones and adjust the percentages for the space.
5. Move through the equipment categories and select Add for the products you want.
6. Adjust quantities as needed.
7. In Review, check the equipment summary and planning recommendations.
8. Select Save Plan.

The saved products are added to the project and the portal records a Build Wizard activity note. Wizard recommendations and displayed totals are planning aids; they do not replace a reviewed quote, site verification, or product requirements.

If Review says No equipment selected, go back and add at least one item.

Review the equipment list

The Equipment tab groups products by zone and shows product, SKU, unit estimate, quantity, line total, and Equipment Total.

• Change a quantity in the quantity field.
• Use Remove item to remove a product from the project.
• Use Catalog to add more products.
• Use Wizard to reopen the planning workflow.

Quantity and removal changes update the project immediately. Review carefully before removing an item; the current interface does not show a confirmation dialog for that action.

Create the project RFQ

1. Confirm that the equipment list contains the intended products and quantities.
2. Select Request Quote.
3. Review the item count and estimated equipment total in Request a quote.
4. Select Create RFQ.

The portal recalculates pricing when the request is submitted, creates an RFQ identifier, and displays Quote requested. The request appears on the project's Quotes tab.

The RFQ is a snapshot. Later equipment changes do not alter it. To request pricing for a changed equipment list, create another RFQ from Equipment.

If the portal displays Could not request quote, keep the current equipment in place, refresh the project, and retry once. If the failure continues, provide the project identifier when contacting My Fitness Outlet.