Access the Quote Review page
The Quote Review page is available for specified Roles when the Request Quote feature has been implemented on your website. It is usually added as a Dashboard menu item. (See: Add a Menu Item)
To access the Quote Review page:
- When logged in, go to Dashboard → Quote Review.
- The Search Quotes page displays. This is a searchable list of current, expired and customer cancelled quotes that have been returned after confirmation by your staff. NOTE - Depending on settings, a search for 'Show All' may start when the page loads.
Search by Quote Number or in Advanced Search, enter a search criteria, then click Search.
Quote Status: Show All, Current, Expired or Cancelled
Quote Submit Date (start)/Quote Submit Date (end): submission date range
Your Reference: Reference code that may have been entered when quote was created
Entered By: User ID of person who submitted the quote (usually email address)
Product Description: product code or description matching products in the quote
Quote Followup Date (start)/Quote Followup Date (end): re-review date range of quotes that were sent for comment or re-review- Once the needed quote is in the Search Results, click View next to it.
- The quote details are displayed. At the bottom of the screen, select the button that matches what you want to do.
Accept Quote: converts a current quote to an order. Note - For expired quotes, this is greyed and a Renew Quote button is displayed. The user can send a request to re-activate the quote.
Quote Followup: enter a comment about the quote. This will be emailed to the contact staff member
Resend Quote: re-emails the quote to the user.
Customise the Quote Review Search and Page
Options, text and labels for the Search function and Quote Review page are customised in the Quote Review Widget.
To access the widget:
- Go to Content → Pages & Templates → Orders → Quote Review Template. You can also use the Search tool to find it.
- Click Edit for Quote Review Template.
- For a guide to options, see: Quote Review Widget.
Additional Information
Minimum Version Requirements |
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Prerequisites |
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Self Configurable |
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Business Function |
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BPD Only? |
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B2B/B2C/Both |
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Third Party Costs |
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