create new ticket
check ticket statusThere are several ways a Quote can be added to DocketManager.
- Quotes > New
- New (Quick Add) > Quote
- CRM > Customer or Contact tab > New quote on vertical ellipses
- CRM > Customer or Contact View > + icon on Quote section
- CRM > Customer View > Contact section > New quote on vertical ellipses
Creating a quote on MIS will usually begin with the opening of a New Quote modal.
Step Action
1. Complete the fields on the New Quote modal.
Note: Information may prefill in some fields depending on the defaults set on the customer, contact, or general order settings.
General
Field | Description |
Quote Number | This is a unique number assigned by the system to identify the quote. |
Quote Name | Enter the name for the actual quote. This will identify the entire quote as a whole. |
Select a Customer from the drop-down or select + icon to create a new customer. This is the Customer that the quote belongs to. Any defaults set on this customer will prefill once selected. | |
Select a Contact from the drop-down or select + icon to create a new contact. Note: The Contact drop-down options will be filtered based on Customer selection. This is the Contact that the quote belongs to. Any defaults set on this contact will prefill once selected. | |
PO Number | Enter a value for the PO Number, if applicable. This is the Purchase Order Number associated with the quote. A Customer's settings will determine if this field is required and if a specified number of characters are required. |
Receiver | This is generally the Active User that created the quote. It will default to the logged in Active User. |
Sales Rep | Select a Sales Rep from the drop-down who is to be the default. |
CSR | Select a CSR from the drop-down who is to be the default. |
Statuses | These are the statuses for this quote. If the customer has default order statuses, they will display here. |
Order Tags | Tags can be selected from the drop-down or manually entered. These are the order tags for this quote. If the customer has default order tags, they will display here. |
Ship Type | This selection will be the Shipping Type for this quote. If the customer has a default Ship Type, it will display here. |
Invoice Delivery | Select an Invoice Delivery method from the drop-down. If the customer has a default Invoice Delivery method, it will display here. |
Payment Terms | This selection will be the Payment Terms for this quote. If the customer has a default set for Payment Terms, it will display here. |
Tax Type | These selections will be the Tax Types for this quote. If the customer has default Tax Types, they will display here. Note: These options can be modified. (See Financial - Taxes) |
Order Date | This is the date the quote was created. It will default to today's date but a custom date can also be selected. |
Invoice Due Date | This is the date that the invoice is due. |
Invoice Date | This is the date that the invoice calculates aging on. It will always default to the day the order is posted but if Manually Enter Invoice Date in settings is set to Yes, it can hold a custom date. |
Locations
| Section | Description |
| Default Billing | This is the default Billing Address for the quote It is first populated by the Order Contact's default Billing Address. If that is blank, it will fallback to the Customer's default Billing Address. |
| Default Shipping | This is the default Shipping Address for the quote. It if first populated by the order Contact's default Shipping Address, if that is blank, it will fallback to the Customer's default Shipping Address. It can also be set to Same as Billing address by checking the box to the right of Default Shipping. |
For more information, see Quotes - Locations.
2. Select {Save}. The new Quote view page will open.
Once the new Quote has been created, items can be added to the Quote from the view page. For more information, see Items - Adding Items.