Quote Referral Reasons
The are occasions when a Requested Quote may need to be referred to another User e.g. to check the technical specification or costings.
The list of Quote Referral Reasons are maintained here.
Settings > Quotes > Quote Referral Reasons
The link will open the Quote Referral Reasons grid. It is a grid view which can be searched, sorted and customised as normal.
To add a new Quote Referral Reason click New 
, to edit an existing Quote Referral Reason click Edit 
. A pop up window will appear which will allow the creation or amendment of a Quote Referral Reason.
Click to view - Quote Referral Reasons Fields and Descriptions
Complete the fields and click Save and Close 
.
