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John Cardinal
2022-02-02 17:57:49 +00:00
parent 0b1c65c707
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docs/8.0/ayanova/docs/svc-quotes.md
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@@ -32,7 +32,7 @@ Read only access
## How Quotes work
Quotes are created, submitted to a customer and if accepted converted to a service work order.
Quotes are created, submitted to a customer and if accepted converted to a service work order by clicking on the [Duplicate to work order](#duplicate-to-work-order) menu item.
## Quotes data table
@@ -48,7 +48,7 @@ This optional field is used to track the staff member responsible for or who cre
#### Quote status
This optional field is used to track and control the process of quoting by flagging different states of the Quote as it is processed through the business and also locking it at appropriate times so that it can only be edited by users with specific roles. Quote status also works with the [notification system](home-notify-subscriptions.md). See the [Quote status documentation page](svc-quote-status.md) for more details.
This optional field is used to track and control the process of quoting by flagging different states of the Quote as it is processed through the business and also locking it at appropriate times so that it can only be edited by users with specific roles. Quote status also works with the [notification system](home-notify-subscriptions.md). See the [Quote status help page](svc-quote-status.md) for more details.
#### Introductory text
@@ -69,3 +69,19 @@ This optional field is the date the Quote was submitted to the Customer and is d
#### Approved
This optional field is the date the Customer approved the quote and is displayed on the stock customer quote report.
### Menu options
In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) and the same options shared with and documented on the [work order help page](svc-workorders.md#menu-options), the Quote edit form also has these unique options:
#### Duplicate to Work order
This menu option makes a service work order by copying the shared fields from the Quote to a new service Work order. This is how a Quote is turned into a Work order once it's been accepted by the customer.
#### Duplicate to Preventive Maintenance
This menu option makes a [Preventive maintenance order](svc-pms.md) by copying the shared fields from the Quote to a new PM. Use this option with a Quote that is to be turned into regular recurring maintenance on a schedule.
#### Quote status list
This is a link to edit the Quote states available. See the [Quote status help page](svc-quote-status.md) for more details.