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• The Forward navigation button is only available in the Invoiced Quote status after the Sales Quote has been Converted to Order.
• This feature enables the user to quickly navigate to related documentation.
• You can navigate to the Sales Orders listing screen where you can view the Sales Order that has been created for the selected Sales Quote.

1. From the Sales Quotes list screen, change the Status to Invoiced Quote to display a list of all invoiced quotes.
2. Click on the row of the Invoiced Quote you wish to view.
3. Click on Forward to navigate to the Sales Orders listing screen.

   If the Forward navigation is available (not greyed out) then further downstream process documents related to the selected order is available and you can thus navigate to those downstream documents, e.g. the linked Sales Invoice, the new deal Call or Project.

Back Navigation

4. The Back navigation button is available and by clicking on it will you can navigate back until you return to the Sales Quotes listing screen.

Accept Quote

Only quotes with a N - New Quote in the Quote Status can be Accepted.

1. From the Sales Quotes for Project [project ref number] screen,
2. Click on the row of the Sales Quote you wish to accept.
3. Click on Accepted.

Short cut key: Right click to display the All groups menu list. Click on Accepted.

3.  When you receive the Input Validation message to confirm;
   •  Are you sure you want to update this quote, no. [quote number] to be Accepted? Answer 'Yes' to mark it as Accepted.
4. Click on Yes.

The Quote Status for the selected Quote has changed to [A] - Accepted on the Sales Quotes for Customer listing Screen.

Reject Quote

A quote can be rejected from the Sales Quotes for Customer listing screen where the Quote Status is set to [N] - New Quote or [A] - Accepted.

1. From the Sales Quotes for Projects [project number] screen,
2. Click on the row of the Sales Quote that needs to be rejected.
3. Click on Rejected.

Short cut key: Right click to display the All groups menu list. Click on Rejected.

3. When you receive the Input Validation screen to confirm;
   • Are you sure you want to update this quote, no. QT[quote number] to be Rejected? Answer 'Yes' to mark it as Rejected.
4. Click on Yes.

The Quote Status for the selected Quote has changed to [R] - Rejected on the Sales Quotes for Customer listing Screen.

Convert Quote to Order

A quote can be converted to a sales order from the Sales Quotes for Customer listing screen where the Quote Status is set to [N] - New Quote or [A] - Accepted.

1. From the Sales Quotes for Project [project ref number] screen,
2. Click on the row of the Sales Quote that you wish to convert to a sales order.
3. Click on Convert Order.

Short cut key: Right click to display the All groups menu list. Click on Order.

You will receive three (3) prompt messages to confirm the transaction:

4. When you receive the first Order Generationmessage to confirm;
   • Are you sure you want to convert quote QT[quote number], for Customer [customer name] to an order?
5. Click on Yes.

6. The second Order Generation message will confirmation;
   • Do you wish to close the quote [quote number] off? No further orders will be possible from this quote if it is closed.
7. Click on Yes.

8. The third Order Generation message will confirm;
   • Do you wish to view the order created, no. OR[order number]?
9. Click Yes to view the order.
   • Selecting No will leave you on the Sales Quotes for Customer screen.

The Sales Orders listing screen will display the a list of all New Orders for the Site you have selected.

For a detailed handling of this topic refer to Quotes - Convert to Sales Order

Clone a Quote

The nature of cloning a quote is to save time when creating new quotes for customers. Using this method, ensures that most of the details of the quote would remain the same. You may wish to edit some of the details, for example, the customer, the discount amount or add items such as a warranty to the quote.

1. From the Sales Quotes for Project [project ref number] screen,
2. Select the row of the quote you wish to clone.
3. Click on Clone Quote.

Short cut key: Right click to display the All groups menu list. Click on Clone.

4. The Add new Customer Quote screen will display.

It is important that a new Reference is entered as it is used to find and identify the quote once it has been processed.

5. You can edit any of the Customer Heading, Financial Heading or Cross Reference details, if required.
6. Edit the Line Item details, if required.
7. You can also choose to apply a Quotes - Apply Sales Template, which will be appended to the existing quote items, as well as Quotes - Apply Project Methodology to the cloned quote, if required.

For a detailed handling of this topic refer to Quotes - Clone a Quote

Print Quote

1. From the Sales Quotes for Project [project ref number] listing screen,
2. Click on the row of the Quote you wish to print.
3. Click on Print.

4. The Select the option as desired message screen will display with the following options;
   • Print Quote will open the Sales Quote in the Preview screen to view, print, export or email.
   • Email Quote will allow you to add recipients and the system will create a .pdf of the Sales Quote as an Attachment to the email.
   • Print and Email Quote will display both the Report Preview and Email screens.
5. Click on the radio button of the option you require.

   When selecting to Email the Quote, the quote will be emailed via the BPO Email Service on the server (not from MS Outlook).

   • The example has Print Quote selected.
6. Click on Accept.

7. The Sales Quote will display in the Preview screen.
8. From this screen you can make cosmetic changes to the document, as well as Save, Print, Export, Add a Watermark or Email the Sales Quote.
9. Click Close to return to the Sales Quotes for Project screen.