Status

A quote always has a particular "status", depending at what stage the quote is in the system. By default quotes are given status 1 when you register them.

It is possible set status 0 (zero) on quotes in order to get a list containing the inquires for which you should send out quotes (preliminary or quote in progress).

When a quote with status 1 is printed, it is automatically given status 2.

Statuses 5-7 are given to quotes that for some reason have been lost and did not turn into orders.

Status 9 is set for quotes that are converted into orders. This status is configured automatically if you use the Order... button. If you set status 9 for a quote that contains two or more parts (sub-numbers), the other sub-numbers are automatically given status 8. You cannot make any changes on quotes with status 8 or 9 without changing the status to less than 8. However, you can choose to Save as... under the File menu and thereby use quotes with status 8 or 9 as templates for new quotes.

The different status levels for quotes are:

• - 0 Inquiry
• - 1 Registered
• - 2 Printed
• - 5 Declined
• - 6 No order submitted
• - 7 Lost to competitor
• - 8 Order via another quote
• - 9 Order

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