This portal gives you comprehensive functions that let you review and manage your sales quotes. The info in this portal includes:

• Current pending quotes
  • Turn a quote into an order
  • Close a quote (if you are keeping sales quote history)
    
    • Close a batch of quotes by dates/customer/salesperson
  • View/Edit Quote details
  • Add a New Quote
• Quotes in history (resolved as sales or rejected)
  • Turn a history quote into a new open quote
  • Turn a history quote into a new open order
  • Analyze invoiced amounts versus quoted amounts
    • Access invoice details

You now have the option to retain information about closed quotes in quote history files. This allows you to review and analyze past quotes, and it allows you to remove closed quotes from the open order file without losing the quote information.
To use this feature, set the quote history flag to "Y" in the Inventory Sales control record (IS-08-02 field 24).
After you activate this feature, each quote that is turned into an order or closed will be copied to quote history.  You may then access the quotes in history via ReportMate or the Sales Quote Review portal.
**See also Sales Quote Review Portal added with this feature**

New Filenames:
SQHS1.FIL - Quote History Header
SQHS2.FIL - Quote History Line Items
SQHST.FIL - Quote History Text

Data Dictionary:
RS31 field 347 Keep Quote History flag
RS46 Quote History Header File and Fields
RS47 Quote History Detail File and Fields

RM Pathing:
RS46 from related order RS07

When RS46 - Quote History Header is primary:
AR01 - Customer
AR04 - Salesperson
IV09 - Location
RS07 - Order Header

When RS47 - Quote History Line is primary
AR01 - Customer
AR04 - Salesperson
IV01 - Stock
IV09 - Location
RS46 - Quote History Header
SV01 - Service Code
SV07 - Equipment