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Finalise Quotes

    Table of contents
    1. 1. Finalising a Quote

    Finalising a Quote

    Once the Quote has been done and completed in terms of prices for parts, all labour lines captured and any changes required were made, the next step would be to Finalize the Quotation. To Finalize any Quotation, Highlight the record on the Quotes window and simply click on the Finalize button.

    The following window will be displayed

     

    FinaliseQuote

    It is optional to Email the Customer and/or Assessor. (SMS only available from PLUS Level up)

    Once done, click on the OK button to finalize the Quote.

    *At this stage after finalizing the Quote, changes can still be made up to the point of Approval.

    Once the Quote has been Finalized it can be Printed and/or Emailed.

    Both options displayed on the Quotes window. Simply click on the option you would prefer and follow the displayed windows.

     

    Click the OK button to finalise.

     

    Next.png Approve Quotes

    Page last modified 10:46, 9 Apr 2018 by Jennifer Veculim > Quotes > Finalise Quotes

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