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.

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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.

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You can add multiple Vendor Quotes in one Repair Order.

Step 1: Select Vendor Quote to edit.

Step 2: Fill in the required information for your vendor quotes details.

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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.

Step 1: Click on the checkbox on the leftmost column of the Vendor Quotes List.

Step 2: Click “Delete”.

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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.