Quote Status |
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Status signals the need to perform an action within the workflow. The responsibility to perform that action can be monitored. A change of status by a user signals the need for a new action, then passes responsibility to perform that action along the workflow. Jim2 records time/date/initial data on status changes for productivity reports, and to keep a secure quality record for each quote.
When a user changes the status of the quote, Jim2 will automatically prompt the user for a comment by placing a new line in the Comment grid of the quote.
The choice of statuses for particular points in the workflow can represent the need for an action to be taken (eg. if accepted, create a job). These decisions can be based on technical, financial or customer related issues and procedures known to staff. Choose that a status is used to signal the need for a decision to be made, and choose a status to be used to indicate which resolution was decided.
The following statuses are available to map workflow for quotes. Others may have been added in the Setup Defaults:
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