Manage Vendor Quotes
Getting Started
Under the Vendor Quotes tab of your Repair Order Details page, you can manage your vendor quotes.
Adding Vendor Quotes
Step 1: Click “Add Vendor Quote” from the top right-hand corner of the Vendor Quotes List.
Step 2: Enter the details of your Vendor Quote.
Required fields:
Status
Vendor ID
Step 3: Once the required fields are filled, the “Save” button will be enabled and click “Save” to Add the New Vendor Quote.
Step 4: A green banner will appear at the top of the Vendor Quotes List when your Vendor Quote is added successfully.
You can add multiple Vendor Quotes in one Repair Order.
Editing Vendor Quotes
Step 1: Select Vendor Quote to edit.
Step 2: Fill in the required information for your vendor quotes details.
The “Quote Approved Date” field will be enabled if the Vendor Quote Status is changed to “Approved” or “Special Agreement”.
Step 3: Once done, click “Save” to update your Vendor Quote details.
Step 4: A green banner will appear at the top of the Vendor Quotes List when your Vendor Quote is updated successfully.
Deleting Vendor Quotes
Step 1: Click on the checkbox on the leftmost column of the Vendor Quotes List.
Step 2: Click “Delete”.
Once the Vendor Quote is deleted, it cannot be restored.
Step 3: A green banner will appear at the top of the Vendor Quotes List when your Vendor Quote is updated successfully.
Updated 7 months ago