Go to Orders, then click Quote Request
New/Pending/Quoted/Not Quoted/Assigned to Me #
Switch between New/Pending/Quoted/Not Quoted/Assigned to Me to see different quotes
Delete Quotes #
You can select multiple quotes to delete
Assign quotes to different users #
Choose the users you want to assign to from the dropdown list
Edit quotes #
Click Edit button to edit quote
Reject a quote #
Click the button to reject the quote (QR-445)
Then go to Not Quoted section, QR-445 is there
Convert a request to a quote #
In this case, I would like to convert a request QR-438 to a quote. I click the button Convert to Quote
A popup appears. Review the request details in the popup and click Save to convert it to a quote
Then the QR-438 disappears. It’s been moved to the quoted section
Go to Quoted section, QR-438 is there
