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Example below shows confirming quote by entering customer .
Existing records:
Select a as many Unconfirmed customers by checking the checkbox and click on Confirm button
Quote status changed from unconfirmed to confirmed for the selected customer(s)
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Through Quote Generation confirm button only unconfirmed quotes will change to confirm status |
Confirm Quote through Quote screen
Any quote can be changed to status confirmed through Quote screen.Either through confirm button or by selecting confirm value from status drop down.
If selecting from drop down, then you need to click on save .
If clicking on confirm button , will get save automatically.
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Confirm quote through Quote Generation screen You can confirm the unconfirmed quotes through Quote Generation screen. Here it will confirm the unconfirmed quotes based on selection criteria.Using this confirm button you can confirm multiple Quotes. Example below shows confirming quote by entering customer . Existing records :
Select a as many Unconfirmed customers by checking the checkbox and click on Confirm button
Quote status changed from unconfirmed to confirmed for the selected customer(s)
Confirm Quote through Quote screen Any quote can be changed to status confirmed through Quote screen.Either through confirm button or by selecting confirm value from status drop down.
If selecting from drop down, then you need to click on save . If clicking on confirm button , will get save automatically. |
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