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Estimates + LayoutsClient + contact informationInstallation Details Description of work
Adding Products/ServicesUnit PriceTotal Price
Quotations
Sequence Number
QT | Store | Year | 5 Digit Sequence
Example: QT012200001
**Quotation sequence numbers do not match to Sale Order sequence numbers. However, the quotation that was used to generate a sale order can be found at the top of the sale order overview screen.**
Quotation Statuses
Quotation Statuses
Status Name
Triggers (what causes the status to change)
Manual / Auto
Image
Draft
Create New Quotation
Auto
Sent
Auto
Approved
Convert to Sales Order
**Once a Quotation is converted to a Sale Order, the status will remain as Approved and it is locked from further changes forever. However, there is no limit to the number of times the same quotation can be converted to a sales order.
Auto
There are no rows in this table
Overview of Quote
Click on the Quotation Overview to view:
Overview of Order Lines
Click the Order Lines tab to view:
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