Difference between revisions of "List Quotes"
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===In This Section=== | ===In This Section=== | ||
| − | This section allows you to list the relevant quotes, filtered by | + | This section allows you to list the relevant quotes, filtered by '''Quote Stage''', their Status and the associated Sales Rep. |
'''Quote No'''<br /> | '''Quote No'''<br /> | ||
| − | Clicking this takes you to the page to be able to view / edit the quote.<br /> | + | Clicking this takes you to the page to be able to view/edit the quote.<br /> |
'''Customer'''<br /> | '''Customer'''<br /> | ||
Clicking this takes you to the customer record.<br /> | Clicking this takes you to the customer record.<br /> | ||
'''Status'''<br /> | '''Status'''<br /> | ||
| − | Clicking the | + | Clicking the '''C''' button (if available) allows you to then specify a reason and cancel the quote.<br /> |
'''Action - E button'''<br /> | '''Action - E button'''<br /> | ||
| − | Clicking this takes you to the page to be able to view / edit the quote.<br /> | + | Clicking this takes you to the page to be able to view/edit the quote.<br /> |
'''Action - A button'''<br /> | '''Action - A button'''<br /> | ||
Clicking this takes you to the page to be able to view the audit trail associated with the quote.<br /> | Clicking this takes you to the page to be able to view the audit trail associated with the quote.<br /> | ||
'''Action - P button'''<br /> | '''Action - P button'''<br /> | ||
This option will enable you to download a PDF version of the quote.<br /> | This option will enable you to download a PDF version of the quote.<br /> | ||
Latest revision as of 12:55, 22 October 2021
In This Section
This section allows you to list the relevant quotes, filtered by Quote Stage, their Status and the associated Sales Rep.
Quote No
Clicking this takes you to the page to be able to view/edit the quote.
Customer
Clicking this takes you to the customer record.
Status
Clicking the C button (if available) allows you to then specify a reason and cancel the quote.
Action - E button
Clicking this takes you to the page to be able to view/edit the quote.
Action - A button
Clicking this takes you to the page to be able to view the audit trail associated with the quote.
Action - P button
This option will enable you to download a PDF version of the quote.
