Sales
Quotes - Accepted
Ribbon Access: Sales > Quotes |
- The Sales Quotes listing screen will display.
- Select the Site where the quote was created.
- The example has Durban selected.
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Sales Quotes can only be Accepted in the New Quote status.
- Ensure the Status is set to New Quote.
- Click on the row of the Quote you wish to convert to accepted.
- Click on Accepted.
Short cut key: Right click to display the All groups menu list. Click on Accepted.
- When you receive the Input Validation message to confirm;
- Are you sure you want to update this quote, no. QT[quote number] to be Accepted? Answer 'Yes' to mark it as Accepted.
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Click on Yes, if you are certain about your selection.
- Clicking on No will ignore the request and to leave the Quote in the New Quote status.
View Quote in Accepted Status
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You will return to the Sales Quotes listing screen.
Note that the quote that has been Accepted will no longer be available in the New Quote Status list.
- Change the Status by clicking on the drop-down arrow to display the Status drop-down list.
- Click on Customer Accepted Quote.
- The Sales Quotes listing screen will be filtered using the Customer Accepted Status selection.
Process Action Buttons
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From this screen you can choose to;
- Reject the Quote,
- Convert to Order,
- Clone Quote, or
- Print a Quote
MNU.062.009