Archiving a quote involves managing rejected quotes and organizing them effectively. Follow these steps to archive a quote.
Steps to Archive a Quote:
Access the Scheduler View:
Navigate to the scheduler view page where you can manage quotes.
Filter Rejected Quotes:
Look for the "Pending Quotes" tab at the top of the scheduler view page.
Change the status filter to "Rejected" to display all rejected quotes.
Locate the Rejected Quote:
Scroll through the list of rejected quotes displayed below the status filter.
Archive the Quote:
Find the rejected quote you wish to archive.
On the right-hand side of the quote entry, there should be options like "Edit" and "Archive".
Click on the "Archive" button to move the quote to the archived status.
Optional: Edit or Reinstate the Quote:
If needed, you can choose to edit the quote and reinstate it rather than archive it.
Additional Notes:
Archiving quotes helps in maintaining a clean and organized quote management system.
Ensure you have the necessary permissions to archive quotes.