Quote Status Setup

MoversSuite Administration > Administration > Quote Status

 

Use this setup to define the Status values available to quote records within the Quote tab.

 

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To create a new Quote Status Setup record, click Click here to add a new Quote Status.

 

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From the New Quote Status screen, enter a name for the Description and click Add.

 

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Technical Field Information

 

The following table describes the fields and functions within this setup.

 

Field

Description

Description

Enter the text description of the status assigned to a quote through the Status field within the Quote tab (up to 128 characters). The status describes the state in which the quote is in as it relates to processing. 

The following are the standard, provided Status values available to your company:

Accepted

Copy

External Download

Pending

Rejected

 

Status of “Accepted” allows quotes to show as available within Revenue Import.

“Pending” is the default status set for all newly created quotes, except for duplicated quotes which have a status of “Copy.”

 

This box is read-only: boxes cannot be checked or unchecked by users.  Records with this checked are required by MoversSuite and cannot be deleted. To show all records that have this box checked, click the Mass Record Selection Options arrow in the top right of the screen and choose “Show All Records.”