Quotes

The quotes module allows for Quotes to be requested from Sub Contractors and Quotes to be issued to Clients. Tasks can be raised from an approved quote to allow a record of the subsequent works to be monitored and held.

Settings > Quotes

Icon	Feature	Description
	Quote Rejection Reasons	Quote Rejection Reasons are a list of reasons why a Requested Quote may be rejected.
	Quote Referral Reasons	Referral Reasons are used on the occasions when a Requested Quote may need to be referred to another User.
	Quote Return Reasons	If using the Concept Connect module, Requested Quotes can be returned to a Supplier to allow them to adjust and resubmit a quote.
	Quote Preferences	Quote Preferences allow default setting for the Quotes module to be set up and maintained.
	Quote Review Criteria	The Quote Review Criteria forces a Requested Quote to be reviewed based on the Cost Centre and Code it is raised against, before it can be Approved.
	Quote Approval Reasons	When a Requested quote is Approved an Approval Reason can be attached.

Settings > Authorisation

Icon	Feature	Description
	Requested Quotes	Set User Preferences for Quote duplicate checks.

Settings > User Preferences > Requested Quotes

Icon	Feature	Description
	Quotes Authorisation Ranges and Limits	Authorisation Limits allow thresholds to be defined up to which specified Users can approve a Quote, but be forced to gain authorisation from another User if their limit has been exceeded.

Task Management > Advanced Helpdesk

Icon	Feature	Description
	Advanced Helpdesk - Requested Quotes	A Requested Quote can be raised from the Advanced Helpdesk.
	Advanced Helpdesk - Issued Quotes	An Issued Quote can be raised from the Advanced Helpdesk.

Modules > Quotes

Icon	Feature	Description
	Requested Quotes	Create a Quote for Sub Contractors, and record the Supplier Costs.
	Issued Quotes	Create a quote for a Client.