Quote Status Setup

MoversSuite Administration > Administration > Quote Status

 

Use this setup to define the values available to quote records within the Manage Quote screen.

 

Field

Description

Description

Enter the text description of the status assigned to a quote through the Status field in Manage Quote (up to 128 characters). 

Standard, provided values include the following:

Accepted

Copy

Pending

Rejected

MoversSuite requires Accepted and Copy.

The status describes the state in which the quote is in as it relates to processing. 

Important:

An “Accepted” quote will be available within Revenue Import, for example.