All quotes regardless of their status will appear on the Quotes page.

1

Search for a Quote

1. Navigate to LRM > Finance > Quotes, or
2. LRM > Sales > Quotes

The Search Bar

Use the Search Bar to search by:

• • Quote Number
  • Quote Reference

The Sort By function

Use the Sorting arrows next to a column header to sort by that column.

Filters

Add one or more Filters to filter the list of Courses:

1. 1. Click Add Filter
   2. Select one or more fields to filter by:
      • Date
      • Description
      • Expiry Date
      • Number
      • Reference
      • Status
      • Sub Total
      • Tax Amount
      • Total Amount
      • Sales Contact Name
   3. Click Done
   4. Optional: Click on the filter icon to save a filtered view.

3

View Quotes & Sales Contacts

1. Click on the Sales Contact to edit it.
2. Click on the Quote Number to go to Selected Quote > Details. You will see:
   • Quote Details (dates, sales contact, reference number, etc)
   • Quote Summary (line items, totals)
   • A Logbooks section showing all logbook activities linked to the relevant Quote, i.e. Email sent, File Notes, Documents, etc.
   • A Timeline section showing the date and time for when the quote was:
     • Issued
     • Withdrawn
     • Declined
     • Accepted
     • Invoiced

Next Step

Edit, Resend and Remove Quotes

Invoice Quotes