The Quotes View page is divided into the following sections:
|Action||The Actions button is located to the right of the quote name.|
The following actions to be taken for a Quote:
Edit - Opens the Quote Edit page.
Back to Active - Marks the quote back to Active.
Note: This option is only visible if the quote was previously marked as lost.
Lost - Marks the quote as having been lost.
Print Quote - Generates a printed copy of the selected quote.
Email Quote - Generates an email with an attachment for the selected quote.
Note: Once a Quote has been emailed, it will be viewable online and the 'Awaiting Approval' status will be added.
Print Packing Slip - Generates a printed packing slip for the selected quote.Print Shipping Label - Generates a printed shipping label for the selected quote.
Send Shipped Email - Generates an email with a Confirmation of Shipping attachment for the selected quote.
Requote - Creates a new quote from the existing selected quote.
Convert to Order - Converts the selected quote into an order.
|Quote Information Boxes||These boxes provide general information about the selected quote.|
Quote Date - shows date of quote.
Status - indicates the current status of the quote.
# of Items - shows the number of items in the quote.
Subtotal - shows the subtotal for the quote.
Taxes - shows the taxes for the quote.
Total - shows the total for the quote.
|Items||This shows all items for the selected Quote.|
To edit, add, or delete Items. (See Quotes-Items)
|Customer Details||This shows general details for the selected customer and quote:|
|Details||This shows pricing details for the selected quote:|
|Notes||This shows any notes for this quote:|
To edit, add, or delete Notes. (See General-Notes)
|Tasks||This shows any tasks for this quote:|
To edit, add, or delete Tasks. (See General-Tasks)