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Using Quote Status

Last updated 25/03/2018

Overview


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:

Status Explanation
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.

Finding Expired Quotes


The status of orders that have passed their Expected Order Date automatically change to Expired. You may wish to filter expired orders - to do this:

  1. From the left navigation, select Sales, the click Quotes.
  2. In the Quote list page, change the Quote Status field to Expired.
    The list below will be filtered to only show expired quotes.

To change the status back to open, simply change the Expected Order Date to a future date.

Finding Quotes that are due to expire


You may wish to follow up quotes before they expire. You can easily filter the quote list based on the date.

  1. From the left navigation, select Sales, the click Quotes.
  2. From the Date dropdown select Expected Order Date.
  3. Select the Start Date and End Date for a period of time - e.g. for quotes due to expire, choose from today's date until the same time next month.