Working with Quotes in the IDI Desktop Client

Quotes can be edited and approved from the IDI Desktop Client.

1. Open an existing customer and select Quotes from the Account menu. This displays the Quotes window.

   

2. Right-click and select Edit to modify the Quote details:

   

3. Select the Sales Quote tab or the Journals tab to view and modify details. From the Journals tab you can add new journals, follow-ups or trouble tickets, close follow-ups and trouble tickets, or view the details.

   If a follow-up or trouble ticket is waiting for approval, you can right-click it and select Close Follow-Up, if you have the correct permissions. A confirmation dialog box is displayed. Select Yes to close the follow-up or trouble ticket.

   

Viewing Details

To view details of a quote:

1. From the Quotes window, right-click and select View Details. This displays the Quotes Details window.

   

2. Right-click and select Edit to view the Edit Quote Details window.

   

3. Modify the necessary fields and click Save to save the changes.

Viewing Service Details

To view Service Details for a Quote:

1. From the Quotes Details window, right-click and select View Service Details.

   

2. Right-click the service detail and select Edit to modify the service number.

   

3. Click Save to save the service number changes.

Viewing Add-On Details

To view Add-On Details for a Quote:

1. From the Quote Details window, right-click and select View Add-On Details.

   

2. Right-click a row and select Edit to modify the information.

   

3. Click Save to save the changes.

Viewing Usage Details

To view Usage Details for a Quote:

1. From the Quotes Details window, right-click and select View Usage Details to view the usage details.

   

2. Right-click a row and select Edit to modify Quote Usage Details.

   

3. Click Save to save the changes.