Following Up On Quotes
| Document Version | v.3 |
|---|---|
| Document Last Updated | 8/18/2020 |
| Software Version Documented | v.9.6.160 |
Task/Problem Overview
When creating quotes throughout the day, it is very easy to lose track of a couple. With the Savance Enterprise program, there are different precautionary measures that you can take in order to prevent the loss of a quote.
Reports
These reports will be able to specify the largest quotes that are open, quotes that are open during a certain time frame, and many other situations. To run these reports from the top menu go to Reports > Reporting Engine
User Settings
Within the Admin Settings > Securities you can enable a setting to force users to select a Quote Reminder and or Lost Quote Reason.
To set this security location these settings are located within Application Security Objects > Order Actions
User Options
Once the settings are configured for a user, they will be forced to provide the necessary information to submit the quote.
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To begin open a new quote and enter your order details.
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Go to the Quality Tab
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Select the date that you want to be reminded about the quote OR select a reason for why the quote was lost
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Once the date arrives for the quote, it will be added to your In Basket section (Right side of the screen)
After following all of these actions, your quotes will be more organized, your company will have a smaller chance of forgetting about quotes, and you will be able to respond to them in a timely fashion.