Status values are assigned to a quote record within the Manage Quote interface and declare the processing cycle state of the quote.

 

MoversSuite installs two system-required Status values: Accepted and Copy.  While these two values cannot be altered, a user can define any number of Status values to help track the progress of a quote from entry into the system to revenue processing.

 

Defining Quote Status Values

1.   Access the MoversSuite Administration - web,

2.   Open the Quote setup through Common > Quote,

3.   Enter a new Description within the box to the right of the Save button,

Example:  Pending, Rejected

4.   Press Save to add the Status to the database,

5.   Repeat Steps 3 and 4 to define other Status values.

To edit an existing record:

a)   Press the Edit button within the row containing the Description to be modified,

b)   Press Update to keep the changes or Cancel to discard them,

To delete an existing record:

Press the Delete button within the row containing the Description to be deleted.

 

Note: A Status value cannot be deleted if it is in use, i.e. actually assigned to a quote record.

 

Status values defined within this table will be visible within the Quote tab and can be assigned to a quote within the Quote Management interface (pressing the New or Edit button).

Figure 21: Status values in use within the Quote tab