Let’s say we have a Customer File with 4 Pending Quotes and you need to Accept one of the Quotes. Open the customer file and navigate to the Quotes tab; you will see the following screen. The last column ‘Quote Status’ will give you the status of the particular Quote which can be modified.
Note: Quote Status is saved automatically once updated.
For instance, you want to accept the second quote. When you change the Quote Status for the specific quote to Accept, the below mentioned alert will appear on the screen. In order to accept only one quote, you need to press Cancel in the alert box. By doing so, the status of other quotes will remain the same as ‘Pending’.
Now, you can reject the quote statuses of other quotes one by one. When you change the status to ‘Reject’, you will see another alert from the system to confirm updating the quote status to Reject. You need to click on ‘OK’ this time to proceed and follow the same process to Reject the remaining quotes.
Once done, navigate to the Customer File tab and you will notice that the Quote is now a ‘Booked Move’; also the Quotes tab is changed to the Service Order tab. Now when you open the Service Orders tab, the Status tab (Column 3) will show the SO statuses that are non-editable. Cancel reason for status can be added to the SO after selecting the SO number under S/O Details tab.
