Quote Review

Quote can be reviewed by clicking on the customer name on quote page. Once the customer name is clicked, page will be redirected to quote view page to view all the details of the quote which is already prepared. All the quote information such as customer details, product details, site details, pricing, extras and current status of the quote can be viewed.

Current Status

Sales representative can change the status of the quote by clicking on “Change Status” button.

Change Status block will be displayed and user can choose the status, write a comment and press submit to complete the status change.
If the status is follow-up, then you have to select a followup date along with writing comment.

Once the status is changed to “Order Sent”, a notification email stating that this quote is ready to be placed as an order will be sent to all the admins of the company

Place Order

Quote can be converted into order by clicking on “place order” button at the bottom. Clicking the button will take you to order creation page with details taken from quote.

 Quotes -> Customer name -> Place order

Note: A quote can be place as an order for once only. Once order has been converted, quote cannot be converted into order again.

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Call Stack
#	Time	Memory	Function	Location
1	0.0011	358168	{main}( )	.../doku.php:0
2	0.0035	359400	require_once( '/home/solarecrm.com/public_html/help/inc/init.php' )	.../doku.php:29
3	0.0572	755344	Doku_Event_Handler->Doku_Event_Handler( )	.../init.php:215
4	0.0578	762080	plugin_load( )	.../events.php:135
5	0.0578	762080	Doku_Plugin_Controller->load( )	.../pluginutils.php:23
6	0.0578	762128	class_exists ( )	.../plugincontroller.class.php:93
7	0.0579	762128	spl_autoload_call ( )	.../plugincontroller.class.php:93
8	0.0579	762176	load_autoload( )	.../plugincontroller.class.php:93

( ! ) Warning: Declaration of action_plugin_sidebar::register(&$controller) should be compatible with DokuWiki_Action_Plugin::register(Doku_Event_Handler $controller) in /home/solarecrm.com/public_html/help/lib/plugins/sidebar/action.php on line 0
Call Stack
#	Time	Memory	Function	Location
1	0.0011	358168	{main}( )	.../doku.php:0
2	0.0035	359400	require_once( '/home/solarecrm.com/public_html/help/inc/init.php' )	.../doku.php:29
3	0.0572	755344	Doku_Event_Handler->Doku_Event_Handler( )	.../init.php:215
4	0.0605	840272	plugin_load( )	.../events.php:135
5	0.0605	840272	Doku_Plugin_Controller->load( )	.../pluginutils.php:23
6	0.0606	840320	class_exists ( )	.../plugincontroller.class.php:93
7	0.0606	840320	spl_autoload_call ( )	.../plugincontroller.class.php:93
8	0.0606	840368	load_autoload( )	.../plugincontroller.class.php:93

( ! ) Warning: Cannot modify header information - headers already sent by (output started at /home/solarecrm.com/public_html/help/lib/plugins/sidebar/action.php:0) in /home/solarecrm.com/public_html/help/inc/auth.php on line 384
Call Stack
#	Time	Memory	Function	Location
1	0.0011	358168	{main}( )	.../doku.php:0
2	0.0035	359400	require_once( '/home/solarecrm.com/public_html/help/inc/init.php' )	.../doku.php:29
3	0.0618	866368	auth_setup( )	.../init.php:223
4	0.0635	878008	trigger_event( )	.../auth.php:116
5	0.0635	878168	Doku_Event->trigger( )	.../events.php:196
6	0.0635	878168	auth_login_wrapper( )	.../events.php:90
7	0.0635	878168	auth_login( )	.../auth.php:173
8	0.0635	878192	auth_logoff( )	.../auth.php:259
9	0.0635	878192	setcookie ( )	.../auth.php:384

( ! ) Warning: preg_replace(): The /e modifier is no longer supported, use preg_replace_callback instead in /home/solarecrm.com/public_html/help/inc/auth.php on line 670
Call Stack
#	Time	Memory	Function	Location
1	0.0011	358168	{main}( )	.../doku.php:0
2	0.0035	359400	require_once( '/home/solarecrm.com/public_html/help/inc/init.php' )	.../doku.php:29
3	0.0618	866368	auth_setup( )	.../init.php:223
4	0.0636	878032	auth_loadACL( )	.../auth.php:120
5	0.0637	879384	auth_nameencode( )	.../auth.php:154
6	0.0637	879384	preg_replace ( )	.../auth.php:670

( ! ) Warning: preg_replace(): The /e modifier is no longer supported, use preg_replace_callback instead in /home/solarecrm.com/public_html/help/inc/auth.php on line 670
Call Stack
#	Time	Memory	Function	Location
1	0.0011	358168	{main}( )	.../doku.php:0
2	0.0035	359400	require_once( '/home/solarecrm.com/public_html/help/inc/init.php' )	.../doku.php:29
3	0.0618	866368	auth_setup( )	.../init.php:223
4	0.0636	878032	auth_loadACL( )	.../auth.php:120
5	0.0638	880560	auth_nameencode( )	.../auth.php:154
6	0.0638	880560	preg_replace ( )	.../auth.php:670

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Current Status

Place Order

( ! ) Warning: Declaration of syntax_plugin_info::handle($match, $state, $pos, &$handler) should be compatible with DokuWiki_Syntax_Plugin::handle($match, $state, $pos, Doku_Handler &$handler) in /home/solarecrm.com/public_html/help/lib/plugins/info/syntax.php on line 16
Call Stack
#	Time	Memory	Function	Location
1	0.0011	358168	{main}( )	.../doku.php:0
2	0.0639	878032	pageinfo( )	.../doku.php:51
3	0.0642	879848	p_get_metadata( )	.../common.php:165
4	0.0652	895696	p_render_metadata( )	.../parserutils.php:244
5	0.0668	985616	p_cached_instructions( )	.../parserutils.php:448
6	0.0679	990064	p_get_instructions( )	.../parserutils.php:144
7	0.0679	990064	p_get_parsermodes( )	.../parserutils.php:164
8	0.0743	1160040	plugin_load( )	.../parserutils.php:504
9	0.0743	1160040	Doku_Plugin_Controller->load( )	.../pluginutils.php:23
10	0.0743	1160088	class_exists ( )	.../plugincontroller.class.php:93
11	0.0743	1160088	spl_autoload_call ( )	.../plugincontroller.class.php:93
12	0.0743	1160136	load_autoload( )	.../plugincontroller.class.php:93
13	0.0749	1162096	include_once( '/home/solarecrm.com/public_html/help/lib/plugins/info/syntax.php' )	.../load.php:106

( ! ) Warning: Declaration of syntax_plugin_info::render($format, &$renderer, $data) should be compatible with DokuWiki_Syntax_Plugin::render($format, Doku_Renderer &$renderer, $data) in /home/solarecrm.com/public_html/help/lib/plugins/info/syntax.php on line 16
Call Stack
#	Time	Memory	Function	Location
1	0.0011	358168	{main}( )	.../doku.php:0
2	0.0639	878032	pageinfo( )	.../doku.php:51
3	0.0642	879848	p_get_metadata( )	.../common.php:165
4	0.0652	895696	p_render_metadata( )	.../parserutils.php:244
5	0.0668	985616	p_cached_instructions( )	.../parserutils.php:448
6	0.0679	990064	p_get_instructions( )	.../parserutils.php:144
7	0.0679	990064	p_get_parsermodes( )	.../parserutils.php:164
8	0.0743	1160040	plugin_load( )	.../parserutils.php:504
9	0.0743	1160040	Doku_Plugin_Controller->load( )	.../pluginutils.php:23
10	0.0743	1160088	class_exists ( )	.../plugincontroller.class.php:93
11	0.0743	1160088	spl_autoload_call ( )	.../plugincontroller.class.php:93
12	0.0743	1160136	load_autoload( )	.../plugincontroller.class.php:93
13	0.0749	1162096	include_once( '/home/solarecrm.com/public_html/help/lib/plugins/info/syntax.php' )	.../load.php:106

( ! ) Warning: preg_replace(): The /e modifier is no longer supported, use preg_replace_callback instead in /home/solarecrm.com/public_html/help/inc/auth.php on line 670
Call Stack
#	Time	Memory	Function	Location
1	0.0011	358168	{main}( )	.../doku.php:0
2	0.0857	1452744	act_dispatch( )	.../doku.php:84
3	0.0862	1455376	include( '/home/solarecrm.com/public_html/help/lib/tpl/dokuwiki/main.php' )	.../actions.php:192
4	0.0995	1573624	tpl_pageinfo( )	.../main.php:65
5	0.0995	1573624	auth_quickaclcheck( )	.../template.php:906
6	0.0995	1573624	auth_aclcheck( )	.../auth.php:512
7	0.0995	1573680	auth_nameencode( )	.../auth.php:550
8	0.0995	1573680	preg_replace ( )	.../auth.php:670

Solar eCRM

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Sidebar

Table of Contents

Quote Review

Current Status

Place Order

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