Quotes
Quotes are registered in the same way as in a Booking process. From the Resource Management screen, select the desired date, then choose "New rent". In the Add screen, you can choose between Order, Quote, or Shopping Cart. An existing or new customer is linked in the same screen.
When creating a quote, a quote number is automatically assigned and the validity date is set based on the selected setting under Settings > Standard setup > Quote/Order > Quote valid for number of days. In the quote screen, you can choose between the statuses Active, Accepted, and Rejected. From the Convert to order button, a separate order number is created and the status of the order lines is automatically set to Ordered. The converted quote is set to status: Accepted.
You can remove or add order lines in the order screen, but you can always go back to the original quote by opening Overview > Quotes where you can search and sort as needed. The screen can display all order lines if you check this option. You can also filter by a variety of other values and Quote status.
Quotes are displayed on the Quotes tab in the Contact screen. The number on the tab shows how many quotes are active. Accepted quotes and Rejected quotes are shown under "Archive". Quotes can also be created from the "New Quote" button in the Contact view or directly from the customer project.
The active quote volume is displayed in the Dashboard and can be exported to Excel from the "Report" button.
Shopping Cart
The Shopping Cart is for some a good alternative to Quotes. The choice is made at the top left in the Add screen.
The Shopping Cart is a somewhat more informal method for estimating a verbal price, with or without stock reservation. The Shopping Cart can be registered with or without customer information. The Shopping Cart can be converted to Order or Quote, or a Packing Slip can be created directly if the products are to be converted to an order and delivered through the Packing Slip.
For a shopping cart without customer information, you can under Settings -> Standard setup -> Quote/Order -> Shopping Cart, choose whether insurance of rental should be displayed or not.
The number of product lines in the "Active Shopping Cart" is displayed on the right side in the overview screens. The rental product itself is marked with an Order bar in a separate color for the Shopping Cart if "Reserve in stock" is checked in the Shopping Cart.
The Shopping Cart is Active and more product lines can be added from the Resource Management screen when the symbol on the right side is blue. By clicking on the Shopping Cart symbol, the Shopping Cart can be Activated and Deactivated. No more product lines can be added from the Resource Management screen when the Shopping Cart is Deactivated.
An Active Shopping Cart can be deactivated when you are finished working with it.
All shopping carts are displayed under Overview > Shopping Carts. Yours are shown in green and your colleagues' shopping carts are shown in white.