On the tab Quotations your created Quotation is listed. If you have submitted several Quotations, the last submitted one will be displayed. The preparation and submission of a Quotation is described here:
The following information is displayed:
|
Column |
Description |
|
Submitted sum |
Display of the submitted total of the quotation |
|
Status |
The following statuses are possible: In preparation: You have created the Quotation but have not yet sent it to the client. You can delete the quotation. Offered: The quotation has been sent to the client. Invalid: Due to a change in the items list on the part of the client, your submitted quotation became invalid and must now be revised by you and sent to the client again. |
|
Order |
If a Quotation has been ordered, the Order no. is displayed |
|
Attachments |
Display of the paper clip icon if you have uploaded attachments to your listing. Number of attachments in brackets, e.g., |
|
Submitted on |
Date/time of the last submitted quotation |
|
Created by |
Name of the user who submitted the last quotation. |
Below you will find an overview of the functions on the tab "Quotations":
|
Button |
Description |
|
Refresh 
|
Updates the contents of the list. |
|
Details 
|
Opens the quotation in a new window. Alternatively, double-click on the quotation line |
|
Create a quotation 
|
To create a quotation |
|
Delete quotation 
|
To delete a quotation |
|
Save Layout 
|
To save your changes to the table layout settings (including: column display, Order, and sorting) |
|
Reset Layout 
|
To reset ALL set layout settings back to factory settings |
|
Export des Angebots als GAEB x83, x84 oder nach MS Excel |