If it is desired to provide multiple quotes for service order, then a user can elect to use the Copy feature.  This option can be useful when there are quite a number of similar quotes that differ only slightly among each other.

 

Copying a Quote

1.   In MoversSuite,

2.   Open the Quote tab of a selected order record,

3.   Select a quote from the list available within the quote selector box,

4.   Press the Copy button and a new quote will be created and a confirmation dialog will appear,

Figure 9: Copy quote confirmation box

5.   Press OK and a new quote record will appear with an automatically generated number within the quote selector.  It will also be assigned a Status value of “Copy” and contain active Quote Details records,

Figure 10: Status after a Copy is performed

6.   Edit the Quote Details records and Status as described within the Adding a Quote section.