How To Search for Quotes

Modified on Thu, 10 Apr at 10:31 AM

1. Select the WIP program from the General Menu

2. Select the Quotes radio button

3. There is a checkbox specific to Include Closed Quotes. Checking this box will return quote records that have either been converted to an open work order or have been canceled

4. Enter in any other Search criteria. IE: Branch and Department

5. Click Search

6. You will see the records returned and the Quote numbers are color coded in the list.

RED = Canceled Quote.

YELLOW = Accepted/Converted Quote.

Blue = Open Quote.

7. You can also see the explanation for the Canceled Quote when hovering over the document number

8. You can also see the explanation for the Accepted Quote when hovering over the document number