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
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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