: :  Reviewing and Archiving a Quote

Reviewing the Quote Request

When a quote must be modified, it must first be revised.

  1. From the validated quote, go to Edit > Revise the quote request. The revised quote is classified.
  2. In the revision screen, enter a new quote number. A copy of this 'draft' quote is created containing a hyperlink leading to the original quote.

Archiving the Quote Request

When a purchase is given up, the quote budget must be removed from the portfolio analysis. The quote now validated, it cannot be delete and must be classified as 'Archived'.

  1. From the validated quote, go to Edit > Archive the quote request.
  2. Confirm. The quote is now archived.