Difference between revisions of "Viewing a Quote"
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* [PDF] and [Email] will allow you to print the quote as a PDF or email it to a recipient. | * [PDF] and [Email] will allow you to print the quote as a PDF or email it to a recipient. | ||
* [Mini Catalog] prints the quote items out as a "mini catalog" PDF, including pictures and descriptive information. For the images to show up, your system administrator must configure the file framework/webapp/config/url.properties and set the http and https prefix to the URL of your site. | * [Mini Catalog] prints the quote items out as a "mini catalog" PDF, including pictures and descriptive information. For the images to show up, your system administrator must configure the file framework/webapp/config/url.properties and set the http and https prefix to the URL of your site. | ||
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| + | When a quote is newly created, you must click on the [Quote] button next to [View Quote] and change its status to "Accept Quote" and click on [Submit]. This will change the status of the quote to approved. Once the quote is approved, you can click on the button [View Quote] again, and a button for [Create Order] will appear. | ||
Revision as of 16:24, 2 October 2007
While viewing a quote, you can
- [Create Order] will create an order from the quote. The quote must be in the "Approved" status.
- [PDF] and [Email] will allow you to print the quote as a PDF or email it to a recipient.
- [Mini Catalog] prints the quote items out as a "mini catalog" PDF, including pictures and descriptive information. For the images to show up, your system administrator must configure the file framework/webapp/config/url.properties and set the http and https prefix to the URL of your site.
When a quote is newly created, you must click on the [Quote] button next to [View Quote] and change its status to "Accept Quote" and click on [Submit]. This will change the status of the quote to approved. Once the quote is approved, you can click on the button [View Quote] again, and a button for [Create Order] will appear.
