Differences

This shows you the differences between two versions of the page.

--- quote [2021/09/01 09:16] – [Quote] darryl
+++ quote [2023/06/20 08:55] (current) – external edit 127.0.0.1
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-==== Quotes View ====
+==== List View ====
-To reach the quotes page, navigate to the speech bubble-like drop-down menu, then click the quotes button that appears.
+Clicking on the Quote option on the Nav-Bar or homescreen will load the Quote List. From here, you can use the column headers or Advanced Search to filter your results, and then double click to open your chosen record.
+New Quotes can be added by clicking the 'Add New Quote' button at the top of the screen.
-''Insert Image Here''
+{{ :quotelist.png?800 |}}
-To view a quote, firstly search for the site you wish to view, either by searching for the site specifically or filtering it out the column. Once you’ve done that double click on the quote you wish to view.
+A Quote will either have the 'Customer' or 'Non Customer' column populated in the list based on whether or not it was added against a valid Customer record.
-''Insert Image Here''
-A new page will open that will display all the info about the quote for that site, the info includes the contact information for the site as well as the reference number for the quote, the status of the quote (new, accepted or cancelled)
-''Insert Image Here''
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-==== Adding Quote ====
+==== Add New Quote ====
-To Create a new Quote, click the "Add New Quote" button at the top the Quote screen. You'll be taken to the Quote add scree, here you'll be required to fill in some fields such as the customer you are creating the quote for.
+To add a Quote, click the Add button on the top of the list view, or the '+' icon from the Nav-Bar. You can either select an existing [[Customer]] (and possibly [[Site]]) or you can click the 'Non customer' tickbox which allows you to create a Quote which is for somebody not currently within your database.
-''Insert Image Here''
+{{ :quoteadd.png?800 |}}
-If any info needs to be added new for the quote (E.g. site) you can click the "+" icon next to the respective field and and a new record specifically this new quote.
+You can add lines on this page, or save the Quote and add them on the Parts/Charges tab.
-''Insert Image Here''
-Once all the necessary fields have been filled in, you can save the new record by clicking the "Save Quote" button at the top right of the screen.
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 ==== View/Edit Quote =====
-You Can load a new or existing quote record by double clicking on them while on the quote view screen, you can then view all the info for that quote on this screen. You can also adjust any info that needs adjusting, after doing this be sure to click the "Save" button to confirm these changes.
+Once you have saved or loaded a Quote, you can view it on the Modify screen. From here, you can make changes or navigate using the tabs across the top.
-''Insert Image Here''
+{{ :quotemodify.png?800 |}}
+You will also see totals displayed across the top for convenience.
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 ==== Parts/Charges ====
+The Parts/Charges tab shows a list of all lines on the  Quote. You can edit the lines by clicking the pencil, remove them by clicking the cross, or click 'Add New Line' to create new lines.
+{{ :quotelinetab.png?800 |}}
+Clicking 'Add New Line' will open a pop-up window
+{{ :quotelineadd.png?400 |}}
+The totals of your lines will be displayed at the top of the Quote screen.
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 ==== Notes ====
+The Notes tab shows all Notes that have been added to the Quote. This can be used as an internal audit section for the Quote which can be updated whenever a change is made to the Quote, or just to add some extra details that the Customer doesn't need to see.
+{{ :quotenotestab.png?800 |}}
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 ==== Extra Info ====
+The Extra Info tab is a custom tab which can be configured to add extra fields to the Quote screen. This can be useful if you need to capture specific information which Call2Field doesn't have dedicated fields for. Extra Info tabs also appear against the [[Customer]], [[Site]] and [[Equipment]] screens.
+{{ :quoteextrainfotab.png?800 |}}
+For more information on Extra Info tabs, please see the [[Design Custom Info]] screen.
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 ==== Attachments ====
 The Attachments tab is used to store files against a record. Many screens have an attachments tab, but all function in the same way.
-To add a new Attachment, click the 'Add Attachment' button or drag & drop your file onto the yellow box. You can then view and download these whenever you need to.
+{{ ::attachments_list.png?nolink&800 |}}
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+To add a new Attachment, click the 'Add Attachment' button or drag & drop your file onto the yellow box.
+You can then view and download these whenever you need to using the eye and download buttons on the record.
-==== Convert ====
+To Edit an attachment, click on the pencil icon on the left of the list. This will open up the edit window where you can re-upload it, change the description or change it's privacy settings.
-You can even convert the quote into a call via the “Convert to call” tab, to do so click the convert to call button, A window will open asking if you are sure you wish to do so, click ok to continue.
+{{ :attachment_add.png?nolink&600 |}}
-''Insert Image Here''
+Public and Private attachments are visible or invisible to Mobile users respectively.
-You will be taken to the “add new call” screen and the data will be auto filled in from the quote, from there, progress like adding any other new call.
-''Insert Image Here''
+----
+==== Convert ====
-Once the details are set save the call, same as you would any other, if the call is able to save a notification will appear establishing so.
+The Convert tab isn't a tab as such, it's a dropdown which gives you the option to convert your Quote into a [[Call]]. Clicking this will give you a pop-up window to confirm this, and then it will transfer you to the Call Add page, with details populated from the Quote.
-''Insert Image Here''
+{{ :quoteconverttab.png?150 |}}
+For more information, please see the [[Call]] page.
+----