Quotes System Setup and Administration

 

The following table lists the setup related to Quotes System.

 

Setup

Description

Quote Status Setup

Define the status values assigned to quotes through the Manage Quote screen.

Security Profile Setup

The Quote module controls user access to the Quote tab.  Access Type of Full allows users to add, modify, delete, and import quote records for the particular branches.  Read Only access allows the user to view records only.

The application does not utilize the Manager flag.