Select Quote Type

The Select Quote Type screen can be accessed from the Sales Support Portal screen or Customer Portal screen by clicking on the View Details icon next to Next 10 Quotes Expiring.

The Select Quote Type screen allows you to select a type of quote which opens the corresponding quote screen.

The following is a description of the fields that appear on the Select Quote Type screen:

Field Description
Equipment Allows you to view or create an equipment quote by opening the Equipment Quoting screen.
Parts Allows you to view or create a parts quote by opening the Parts Quoting screen.
Service Allows you to view or create a service quote by opening the Service Quoting screen.

The following button allows you to complete your work on the Select Quote Type screen:

Button Function
Close Closes the Select Quote Type screen and returns to the previous screen.