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News

sales quote review portal

12/6/2018

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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
Picture
Documentation:
quoteportal.pdf

html changes:
wicrmoppview.htm (for delete order change)
wirelshpc.htm (changed Quotes call to use new Quote Review portal)
codebase4.txt
mtoestart.htm
mtoegetcust.htm

New html Templates:
qsquotelist.htm
qsquotelisth.htm
qsquohstvw.htm
qsquotemgr.htm
qsquotevw.htm
qsquotevwh.htm
qsquoteinvclist.htm

nlhtml\images:
rejected.png
copy.png

NL Requests:
QSQUOTELIST
QSQUOTELISTH
QSQUOTEMGR
QSQUOTEVW
QSQUOHSTVW
QSQUOTEVWH
QSQUOTEINVCLIST

RMReports (and RM Params):
QSQUOLST
QSQUOLSH
QSQUOLNV
QSQUOLNH
QSQUOINV
QSQUOLHV
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  • SouthWare
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  • Resources
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      • EazyStock
      • Aptean CRM
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      • BTM MMS - Manufacturing
      • OpusScan
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      • Warehouse Tracking
    • Webinar Videos
    • Year End Processing
    • Service Status Pages
  • About & Contact