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How to Manage Quotes

This article will walk you through the process of managing quotes through the Accounting option of a Customer RecordNote: You may also manage Quotes through the Order option. To see details on how to manage Quotes on the Order option, please see Order: How to Manage Quotes.

 

To navigate to quotes

  1. While on a customer record, click Accounting.
  2. Navigate to the Quotes section. 
  3. The following are steps to take while on the Accounting option in the Quotes section.

 

To create a quote

  1. Click Add on the top right corner of the Quotes & Invoices section.

Note: This will open up a stepped process to add an Invoice, Quote, or Credit Memo. 

Get Started

  1. On the Get Started tab, select Quote.

Pre-Populate: If set, the Monthly Charge and the Activation Fee can be pre-populated in the Quote.

  1. Select the desired Equipment Package.
  2. Click Next.

Details

  1. On the Details tab, fill out all the required fields. 
  2. Make other changes if needed.
  3. Click Save. Optionally, the Save dropdown menu allows you to Save & Close, Save & Download/Preview, or Save & Send the newly created Quote. Choosing one of these options will complete the selection and close the window. Clicking Save, only, leaves the window open to view/edit the details or Send the Quote with a customized subject line and message (see explanations, below).

 

 

To view/edit a quote

  1. Navigate to the Quotes section.
  2. Click on the desired quote row.
  3. You can now view/edit the quote. Make any desired changes.
  4. Click Save.

 

 

To delete a quote

  1. While on the Quote page, click Delete in the lower left of the page.
  2. A confirmation window will appear. To confirm, click Delete.

 

 

To convert a quote to an invoice

  1. While on the Quote page, click Convert to Invoice in the lower right of the page.
  2. Select the Term.
  3. Make other changes if needed.
  4. Click Save.

 

 

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