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Issued Quotes

Issued Quotes follow a similar pattern to Requested Quotes. However, in this model the quote is instigated by a client and can involve other suppliers.

The finished quote can show quoted works to be completed by your company and can if required contain quoted works which will be completed on your behalf by subcontractors (uplifts can be added to these costs)

Modules > Quotes > Issued Quotes

The link will open the Issued Quotes grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Issued Quote click New , to edit an existing Issued Quote click Edit . A pop up window will appear which will allow the creation or amendment of a Issued Quote.

Click to view - Issued Quote Fields and Descriptions

Field Name	Description
Contract	From the drop down select the Contact - for more information see Contracts
Task	The Task ID if a Task has been generated from the approved quote to complete the quoted works.
Request Number	Auto generated with the next sequential request number.
Quote Number	Auto generated with the next sequential quote number.
Category	From the drop down select the Category- this will filter according to the Contract selected - for more information see Task Category.
Discipline	From the drop down select the Discipline- this will filter according to the Contract selected - for more information see Discipline.
Building	From the drop down select the Building - this will filter according to the Contract selected - for more information see Building Register.
Location	From the drop down select the Locations - this will filter according to the Contract selected - for more information see Location Register.
Cost Centre	From the drop down select the Cost Centre - this will filter according to the Contract selected for more information - Cost Centres.
Cost Code	From the drop down select the Cost Code - this will filter according to the Contract selected - for more information see Cost Codes.
Reference	Enter a reference for the Issued Quote.
Priority	From the drop down select the Priority- this will filter according to the Contract selected - for more information see Priority.
Description	Enter a description for the Issued Quote.
Requested Date	Auto populated with the date the quote was requested.
Requested By	From the drop down select the person requesting the quote - this list is connected to Contacts.
Client Name	Auto populated with the requested by Contacts details.
Client Telephone	Auto populated with the requested by Contacts details.
Client Email	Auto populated with the requested by Contacts details.
Client Address	Auto populated with the requested by Contacts details.
Approved Date	Auto populated with the date the Quote was approved.
Approved By	Auto populated with the User who approved the Quote.
Cancelled Date	Auto populated with the date the Quote was cancelled.
Cancelled By	Auto populated with the User that cancelled the Quote.
Target Submission	Auto populated with the target submission date - this can be manually altered. To set target submission date see Quote Preferences.
Submitted Date	Auto populated with the date the Quote was submitted to the client.
Postcode	The clients postcode.
Country	From the drop down select the clients Country - for more information see Countries. Available from 4.4.5

Complete the fields and click Save . Once the Issued Quote header has been completed and saved a sub navigation will appear to allow additional entities to be created and assigned.

These include:

Requested Quotes
Linked quotes

Adding Line Items

Click to view more detail.

Once the Issued Quote Header has been created, the line items can be added, these show the breakdown of the costs to be submitted to the client

Modules > Quotes > Issued Quotes

To add a Quote Line Item click Add item , A pop up window will appear which will allow the creation or amendment of a Quote Line Item.

Click to view Quote Line Items Fields and Descriptions

Field Name	Description
Description	The description of the Quote Line Item.

Quote Line Items can be amended by highlighting the line and clicking Edit Item.

Quote Line Items can be deleted by highlighting the line and clicking Delete Item .

Complete the fields and click Save .

Requested Quotes

Linked Quotes

Additional Quote Features and Icons

Icon	Feature	Description
	Open Report	Opens the Issued Quote report.
	Create a Task	Once a Quote has been accepted a Task can be raised to complete the quoted works. Clicking Create a Task raises a Breakdown Task with the Service type of Quoted Works.
	Issue	Issues the Quote to the client, the client can then decide how they wish to proceed.
	Accept Quote	Clicking Accept Quote on the Quote header will accept the quote and move the Quote status to Approved.
	Toggle on Hold	A Quote can be put ON HOLD at any-time up to the Complete Status. To reactivate the quote re click Toggle on Hold.
	Cancel	Click to cancel the Quote. Once a Quote has been cancelled it cannot be restored.
	Complete	Click to move the Quote Status to Complete. Once a Quote has been completed it cannot be restored to Approved.
	Send to History	Click to move the Quote Status to History. Once a Quote has been moved to History it cannot be restored to Complete.

Issued Quotes

Modules > Quotes > Issued Quotes

Click to view - Issued Quote Fields and Descriptions

Adding Line Items

Modules > Quotes > Issued Quotes

Click to view Quote Line Items Fields and Descriptions

Requested Quotes

Modules > Quotes > Issued Quotes - Requested Quotes

Linked Quotes

Modules > Quotes > Issued Quotes - Linked Quotes

Additional Quote Features and Icons