The Quotes module allows web users to create quotes against customers and sites. Quotes can be emailed to non-mpro5 users and accepted or rejected as required. Quotes are also visible to customers via the customer portal. Each quote is assigned a quote status and quote type and these are outlined in their own guides separately.
Basic quote process
The basic Quote process is as follows:
- A web user creates a quote.
- A web user adds Quote Lines for each item being quoted for.
- A web user emails the Quote to their contact.
- A contact receives the email and clicks on a link embedded within the email that allows them to accept or reject the quote,
- The Quote can then be converted to a Job or Invoice.
Opening the Quotes page
- Open the side menu or search for it using the search tile.
- Once the option is there, select it to open the Quotes page.
Fields Overview
The below table details the fields available and their purpose
| Field Name | Purpose |
|
Quote Number |
Unique number identifying the quote |
|
Order Number |
Generally used for the PO number provided by the Customer |
|
Description |
An overview of the quote itself e.g. "Quote for window cleaning" |
|
Customer |
The associated mpro5 Customer |
|
Site |
The associated mpro5 Site |
|
Quote Type |
The associated Quote Type |
|
Status |
The associated Quote Status |
|
Company Name |
The name of the Company for the Quote |
|
Contact Name |
The name of the Contact for the Quote |
|
Address 1 |
|
|
Address 2 |
|
|
Address 3 |
|
|
Post Code |
|
|
Contact Email |
The email address of the Contact related to the Quote |
|
Contact Tel |
The telephone number of the Contact related to the Quote |
|
Internal Notes |
Internal Notes related to the Quote |
|
External Notes |
External Notes related to the Quote |
Searching & viewing a Quote
When you first open the Quote page, the search side bar will automatically open up. you can close it by selecting off the search side bar and to re-open the search side bar, select the magnifying glass in the top right of the results grid.
Editing a Quote
You can edit a Quote by selecting the "Edit" option on the Quote row.
Creating a Quote
Creating a Job or an Invoice from a Quote
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