Editing a Quotation Record

This is a guide to managing Quotation and service records.

Topics on this page this:

Edit an Existing Quotation Record

To edit a quote record observe the following steps:

Select the Quotes menu to open the Lead List page.
Search for the lead record that is to be converted.
Highlight the required record and either select the Edit button or double click on the record to open the lead page.
To edit the quote record you can update any of the following fields

** New lead record not associated with an EXISTING PARTICIPANT**participant
Date of Birth
Email Address
Phone
Representative Name
Branch
Address
Suburb
State
Postcode
Funding Source
NDIS Number
Pricelist
Approval Stage
New lead associated with an existing participant
Representative Name
Branch
Funding Source
NDIS Number
Pricelist
Approval Stage
Creating a New service record or updating an existing service record.
From Date
To Date
Service Type
Budget
Description
Allow Public Holidays
recurring attribute associated with the service being delivered, recurring type, selected days, preferred time and start time, hours
Select the SAVE button to update the quotation.

To delete a Quote observe the following steps:

To delete a service from the Quotation record observe the following steps:

Select the Quotes menu to open the Lead List page.
Search for the lead record that is to be converted.
Highlight the required record and either select the Edit button or double click on the record to open the lead page.
From the service data grid select the delete icon opposite the service record that is to be removed.
Select the OK button on the prompt to confirm the deletion of the record.

To adjust the activity status of the Quotation observe the following steps:

Select the Quotes menu to open the Lead List page.
Search for the lead record that is to be converted.
Highlight the required record and either select the Edit button or double click on the record to open the lead page.
To deactivate the Quotation record select the Deactivate button.
To activate the Quotation record select the Activate button.
Once done, you can exit back to the lead List.