You will need…
Overview
We understand how important it is to have full visibility of your quotes. With our Quote Overview screen, you'll be able to see all of your active quote lines and also order them by the date they're due; displaying the quotes that need actioning first so you're always on top of your call-offs. This document serves as a guide on how to manage this.
Solution
- In your MOVE environment, expand the Quotation navigation option by clicking it
- Click on Add Quote to open the next page
Quote Overview
This table showcases a variety of useful information for your quote lines at the click of a button. Here, you'll be able to see the
Due Date,
Quote Line ID,
Customer Details and more. By clicking on the
Filters button to expand the tab, you'll have access to a variety of filters so you can narrow down your search to only display what you need.
By default, this table will display quote lines with the nearest
Due Date and will automatically hide any quote lines that have been called off. To view quote lines that have been called off, simply switch the
Called Off toggle to change between views.
Adding Due Dates
- In your MOVE environment, expand the Quotation navigation option by clicking it
- Click on Add Quote to open the next page
- Either create a new quote & Add Quote Lines or find an existing quote line
- Expand your chosen quote line by clicking on the job type icon to the left of the screen
- Click on the Calendar Icon to display the dates tab
- Use the calendar under Due Date to select the desired day
- Click on Save
Notes
- This table is fully exportable to a .csv file by clicking on the Download button on the top right of the table
- You can amend the ordering of the quote overview by clicking on the Sort button, represented by two vertical arrows