This section explains the function of Quotes within the business workflow, and the interaction of other Jim2 objects in managing the information maintained within a quote.
A quote uses an interaction of information and calculations from Jim2 global, workstation and user defaults, as well as the card file, stock and user input, to produce a record that can be reported to a customer prior to providing goods or services. As with all Jim2 objects, the quote is defined in terms of your workflow, by a series of predefined status and system defaults.
A quote is designed to be either converted into a job to facilitate a sale of goods or services, or if the quote is rejected it is cancelled.
|
If desired, you can change the Quotes tab name to something more suited to your business model, such as Leads, for example. You can make this change via Tools > Options > Quote. |
Further information: