Quote Status Code
The Quote Status Code, is used to display the current state of a quote, for example if a quote has just been added the default status that it will be set to is “New Quote”. the Quote Status code is seen when viewing a quote directly, it is located at the top left of the quote page (below the main navbar).
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New Quote Status' can be added if needed, to do this navigate to the “Codes” in the settings tab and then pick the “Quote Status” option from the list.
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From here you will be presented with a list view of all the Quote Status codes that are on the system. To Add anew one, simply click the “Add New Quote Status” button at the top of the window.
Form here a new row will be added where you can add the “Code” and “Description” for the new code. The “Code Field can be used to give and abbreviated name for the new code e.g. “INV”, and the description is where you can give the code a full name e.g. “Quote Invoiced”
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Once you have filled in these fields you can click the tick box option to save the new code, if you wish for this new code to be the default option when a quote is created, simply click the “Is Default option” before saving the code.
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Appearances
- The Quote Status Code makes an appearance when viewing a Quote specifically.