Quotation

The Quotation feature provides users with detailed information about the pricing and terms associated with a particular inquiry. Additionally, the Quotation window facilitates the acceptance of quotes with the option to finalize and approve the provided offer.

Navigation to the Quotation

To access the Quotation window, follow these steps:

1. Navigate to the Inquiries section.

2. Select the specific inquiry you wish to review and accept the quote for.

3. Within the Details tab of the selected inquiry, locate the Quotes section.

4. Click on the View button to access the quote.

Accept the Quotation

To accept the Quotation, follow the below steps

1. Go to Inquiries and select the desired inquiry.

2. Navigate to the Quotation section and click View.

3. Review the quotation carefully.

4. Click the Accept button to proceed.

5. A warning screen will appear, confirming your acceptance of the quotation.

6. Click Yes to confirm, and the quotation status will be updated to accepted.

Decline the Quotation

To decline the Quotation, follow the below steps

1. Navigate to Inquiries and select the desired inquiry.
2. Go to the Quotation section and click View.

3. Carefully review the quotation.

4. Click the Decline button to proceed.

5. A warning screen will prompt you to provide a reason for the decline.

6. Enter the reason and click Decline, and the quotation status will be updated to declined

Handling Multiple Quotes:

1. If multiple quotes exist, selecting an approved quote confirms its acceptance. The system will display a confirmation message.

2. Clicking on any other quotes will display a message indicating their status.

Validity Extension:

1. If the quote is nearing expiration and rates are acceptable, a validity extension will be granted.

2. If rates are not acceptable, a revised quote will be provided.

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