Operations CRM - Copy an Existing Cash Quote

1. Navigate to "CRM"

   To copy an existing cash quote, navigate to the "CRM" section in the Operations Portal.

   

2. Click "Cash Quotes"

   Then, click "Cash Quotes". In order to access Cash Quotes, you will need to have the role of "administrator" or "superuser", or have the roles of "quoteEdit" and "accountQuoting".

   

3. Search for the cash quote

   Enter the cash quote number you would like to copy in the "Search..." field.

   

4. Click on the more details icon

   Then, click on the more details icon to open cash quote details screen.

   

5. Click "Copy Quote"

   Click the "Copy Quote" icon.

   

6. Choose to keep the same company

   The "Copy Quote" dialog box will appear. The default company is already selected. You can choose to keep the same company or account.

   

7. Or, replace the company, if needed

   Or, clear the "Company" field and enter a new account name or number.

   

8. Choose a Location

   You can also choose a company location.

   

9. Click "Copy Pricing"

   Click the checkbox to copy the pricing.

   

10. Click "Copy"

    Once everything is set, click "Copy".

    

11. The new cash quote has been generated

    The copied cash quote will appear as a new cash quote that you can then edit and customize the details as needed. Note: you can copy cash quotes that have already been released to ERP.