Quotes

Data Source: WOPQH, WOPQD, CGIINH, CGIIND

To open the Quotes screen, click the Quote link on the Customer Profile screen.

The Quotes screen allows you to view a customer's current quotes.

The following Information fields appear on the Quotes screen:

Information
Field	Description
Name	The customer's name.
Business Phone Number	The customer's business phone number.
Salesperson	The salesperson assigned to the customer's profile.

The following fields appear on the Quotes screen:

Field	Description
Reference Number	The quote reference number.
Description	A brief description of the quote.
Location	The branch location where the quote was created.
Quoted	The date the quote was printed.
Expiry Date	The date the quote will expire.
Type	The type of quote (e.g. service, parts, equipment or rental).
Status	The status of the quote (e.g. open, expired, accepted or pending approval).

Click on a Reference Number to view a preview of the quote.

The following button allows you to complete your work on the Quotes screen:

Button	Function
Close	Closes the Quotes screen and returns to the previous screen.