Last updated 23/01/2021
Each Quote has a Status field, which can be used to track where the Quote is within the sales process. Each quote will have one of the following statuses:
|Draft||The quote has not yet been approved, and has been saved as a draft.|
|Open||The quote has been approved and is awaiting acceptance.|
|Accepted||The quote has been accepted by the customer.|
|Expired||The quote has passed the Expected Order Date.|
The status of orders that have passed their Expected Order Date automatically change to "Expired". To filter expired orders:
To change the status back to open, simply change the Expected Order Date to a future date.
You may wish to follow up quotes before they expire. You can easily filter the quote list based on the date.
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