Function

Description

Quote

Select from a list of existing quotes for the open order. 

Figure 3: Quote selector

The drop-down menu lists all quotes belonging to the order and include the following data columns that a user can sort the menu by:

Number – MoversSuite quote number

Created – Date that the quote was created on

Created By – MoversSuite user that created the quote

New

Opens the Manage Quote screen displaying New in the screen title.

Edit

Opens the Manage Quote screen displaying the selected quote number in the screen title. 

Non-imported records can be edited and deleted. 

Use Edit to update the Status of a quote.

Copy

This option will create a duplicate of the selected quote and automatically add it to the list of quotes for the open record.  This option is useful when there are quite a number of similar quotes that differ only slightly among each other.

The application will return a confirmation prompt upon creation of the new quote. 

Figure 4: Successful copy confirmation

The new quote will automatically display within the Quote Details data grid and the new number will be visible within the Quote selector.  The Status of the quote will be set to Copy which can be updated through the Edit function.

Reports/Letters

Opens a menu of documents defined to be rendered as a report or a letter.  Documents appearing within this folder must be defined with a System ID of QUOT and must be a report type of Letter or Reporting Services Report.  See System ID Setting and Report Type Setting for more information.

The Quote Form is available as a default report.