Quotes

Quote are used to manage potential business in CocoonOPS.

Import information about the quotes is show on the right-hand side of the screens.

This shows the status of the quote:

• Red indicates there is an issue and immediate action is needed
• Orange indicates that the quote requires actioning
• Green or Blue show the quote is OK

Below the status are flag to indicate issues with the quote.

You can also see key dates here.

• Related Articles

• Default Settings

  Set the home country for you organisation, this is used as the default country for pick lists. Here you can set the default units of measurement used in the system. You can also turn on audit logging here. Here you can configure how the references ...

• Duplicating Quotes

  Duplicating Quotes You can duplicate a quote to create and identical quote to issue to the customer. To duplicate a quote: Click on the on the INSTRUCTIONS tab Select the option A new quote will be generated, that is identical to the original. The ...

• Deleting Quotes

  Deleting Quotes If a quote is raised in error, you can delete it by: Click on the on the INSTRUCTIONS tab Select the click on delete option Click the Deleted Quote button in the confirmation box that appears

• Quotes Closing, Winning, Losing

  Quote closing and how to manage winning, losing quotes and also Pricing Exercises. Closing Quotes To keep things organised you can close quotes that are no longer needed. Wining Quotes When you are informed that you have won a quote, two things need ...

• Creating Quotes

  Creating a quote You create a quote by clicking on the quote tab. Once your in the quote screen it will look the same as the Consignments screen. Top left of the screen under the CocoonOPS logo will be a blue plus sign. Click this and then you can ...