Quotations overview screen

The Quotations overview screen provides you with the ability to manage quotations. Here, you can create, search, filter, and sort the quotations.

• Select this link to open the Quotations overview screen in ReflexBlue, or search for Quotations in the menu.

Creating a new quotation

In the Quotations overview screen, you can choose between two types of quotations: a price list quotation or a price agreement quotation. A new price list quotation is linked to a contact group and applies to multiple relations. A price agreement quotation is intended for a single relation.

Follow the steps below to create a quotation:

1. In the Quotations overview screen, select New price list or New price agreement in the toolbar. A screen will appear where you can enter quotation details.
2. Fill in all required fields.
3. Select Save to save the quotation.
4. A new detail screen will open where you can edit the quotation.

Editing a quotation

Follow the steps below to edit an existing quotation:

1. In the Quotations overview screen, select the quotation you want to edit. The quotation details will be displayed in the Quotation details side panel.
2. Select Edit quotation to edit the quotation.
3. Make the desired changes.
4. Select Save to save the changes.

Good to Know

This feature saves time, prevents entry mistakes, and keeps every customer’s order pattern perfectly in sync with the agreements in their quotation. :::

Deleting a quotation

To delete a quotation, follow these steps:

1. In the Quotations overview screen, first select the quotation you want to delete.
2. Then select Delete.
3. Confirm that you want to delete the quotation.
4. The quotation will be deleted (made inactive) and will no longer be visible in the overview screen.

Filtering data

In the Quotations overview screen, you have the ability to filter or search based on various criteria. The table below provides an overview of the filters available for filtering quotations.