Creating a service quote
Service quotes are a feature located within the Services module of the Flowlens application.
Users can create a new service quote via the following process:
- Go to the Service Quotations page (Services > Service Quotations)
- Select 'New Service Quote' button
- A pop-up window will open
- Enter relevant information into all fields and select 'Create Service Quote'
- Upon selecting 'Create service quote', the quotation will be created and users will be brought to the newly-created quote's 'Service Quote Overview' page
- Enter any/all relevant parts and once satisfied that the quote is complete, select ' Send by email'
The modal contains the following fields:
- Customer PO number
- Quote date
- Valid for
- Prepared by