Function

Description

Quote

Select from a list of existing quotes for the open order. 

The drop-down menu lists all quotes belonging to the order and include the following data columns that a user can sort the menu by:

Number – MoversSuite quote number

Created – Date that the quote was created on

Created By – MoversSuite user that created the quote

New

Open the Manage Quote screen allowing users to define new quote record.

Hotkey: ALT + N

Edit

Open the Manage Quote screen in edit mode.  Users can edit, delete, and set the status of non-imported quotes and adjust the groupings using this function.

Hotkey: ALT + I

Copy

This option will create a duplicate of the selected quote and automatically add it to the list of quotes for the open record.  This option is useful when there are quite a number of similar quotes that differ only slightly among each other.

The application will return a confirmation prompt upon creation of the new quote. 

Figure 3: Successful copy confirmation

The new quote will automatically display within the Quote Details data grid and the new number will be visible within the Quote selector.  The Status of the quote will set to “Copy” which can be updated through the Edit function.

Hotkey: ALT + P

Status

Status

The status of the open quote displays in this field.  Access the Manage Quote screen to update this setting.

Reports/Letters

This function displays a list of forms, letters, and reports available to generate quote-specific output within the Report Viewer.

Documents set with a System ID of “QUOT” will display in this list.  See System Report ID Setting and Report Setup for more information.

The Quote Form is available as a default report within Report Setup.

Quote data is available through Bookmarks, as well.  See Quote Bookmark Fields for a specific listing.

Hotkey: ALT + L

Total Quoted

The total dollar amount of all quote item charges displays in this field.