Quotes

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Job Costing > Activity > Quote

Search and then click on Add to create a quote

On the Basic Search Tab, the user can search the quotes by entering information on the following fields

Quote Name – search be entering the quote number

Customer – search by selecting the customer

Search by selecting the status from the drop down arrow

Date – search by selecting the date from and the date to

Short Description – search by entering the description of the quote

Customer Account – search by entering the customer’s account

Sales Rep – search the quotes by selecting the sales rep from the drop down arrow

Custom Search Tab allows the user to search by selecting from the category

Standard Tab has the following buttons

Insert button – Insert a new Quote Item.

Amend button – View or edit an already added Quote Item.

Cancel button – to cancel the quote

Approve Tab has the following buttons

Internal Approval button – For the Employer/Employees to approve the quote

Customer Approval – This is what a customer will use to approve a quote.Approve To Job button – Approves the currently selected Quote item to be used in various other forms.

Print Tab has the following buttons

Print button – Prints the currently selected Quote Item.

Print Job Card button – Prints the job card for the currently selected Quote Item