Ninestars bootstrap 3 one page template

How to submit a Quote

 

New quoting page:

The moment after you log in you will be brought to your Vendor Directory, click on the Client you need to quote for.

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After you click on the correct Client you will be brought to the page where you can either search for a work order or click on work order number you need to quote.

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 1st) make sure you work order is in Pending Quote, if the work order isn't in Pending Quote click the Actions tab and select re-quote or pending quote.

 

2nd) Click finance

3rd) click Add next to Quote 1

 

 

Step 4 Enter description of work performed.

 

Step 5 Double-click under “charge type”, select your appropriate line item from the drop-down.

 A description is now required in all charge types. You will enter a description of the line item.

 

+To edit a line item, you will simply double-click in the field that needs to be edited.

+To delete a line item, you will click on the trash can located to the far right.

Step 6 Once your incurred and estimated costs have been entered, you will save by clicking on the black floppy disc located on the top right corner.

+After saving your quote, you will go up to “actions” and from the drop-down menu select “submit quote”

+The work order will then go into “waiting quote approval”.

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