6.3.5 Quotes and Work Orders summary screen
The Quotes and Work Orders screen in the Workbench enables you to view a summary and check and update statuses for all Quotations and Work Orders that you have across all the Blocks which you manage.
To access the screen go to: Tickets -> Quotes and Work Orders.
The screen has various preferences that you can search by including Block name, Ticket Status, Tickets Assigned To, Quotation/Work Order, Supplier, and Status (of Quotation/Work Order)
You can also use the Search field to search for a relevant keyword item and the column headings can be clicked on to change the sort order.
In addition, you can download an Excel or PDF list of all the Quotes and Work Orders from this screen.
The column headings show the following:
- Block – this shows the Quotations or Work Orders relating to the named Block
- Ticket ID - this is the unique reference number generated by the system for that Ticket.
- Ticket Status - this is the current ticket status that has been set in the relevant Ticket screen.
- Next Action Date - this is the date that has been set for the next action to be reviewed.
- Ticket – the View button displayed can be clicked on and a pop-up window will appear of that Ticket.
- Type – this shows whether it is a Quotation or Work Order.
- ID - this is the unique reference number generated by the system for that particular Quotation or Work Order.
- Work Summary – this shows the description which was entered for that particular Quotation or Work Order.
- Supplier Name – this is the relevant supplier name that the Quotation or Work Order was sent to.
- Email Sent – this is the date that the Quotation or Work Order was emailed to the supplier.
- Status – this shows the current status that has been set for the Quotation or Work Order.
- Q / WO – the View button displayed can be clicked on and a pop-up window will appear of that particular Quotation or Work Order screen
On the far left hand side of the columns is a checkbox where you can check all Quotations and Work Orders displayed or just ones you choose to select and then that will enable you to click on the Bulk Update button at the top right of the screen to change the status of those Quotations or Work Orders selected.
When you click the Bulk Update button a pop-up will appear which will enable you to select the status you wish to update from the dropdown menu for the Quotations or Work Orders.
In addition, the Bulk Update function will allow you to delete Draft Quotations or Work Orders that have been created.
Related Articles
6.3.3 Work Orders
When 'New Work Order' is selected, key information is set-up for the Work Order. Any of this information can be modified by the user: Introduction - This is standard introductory text (set-up for your Agent account) for the Work Order 'Work Summary' ...3.5.8 Quotation and Work Order
Accessed via Workbench -> Settings This tab allows you to alter the details relating to the quotations and work orders which can be generated from within the tickets screen. The custom text created here, is reflected when raising quotations and work ...3.3.3 Supplier Invoices List Screen
The Supplier Invoices screen in the Workbench enables you to view and edit supplier invoices across all the Blocks which you manage. Access via the Workbench menu -> Finance -> Accounts Payable -> Supplier Invoices. The screen has various filters ...4.8.4 Workbench - H&S Summary
In the Workbench, the H&S Summary screen provides an overview of the status of H&S assessments indicating which H&S assessments need to be scheduled, which ones are late or due soon. This reporting screen also shows which assessments are scheduled ...4.2.2 STEP 2 - Set Up Block Information
Access via the menu option: the block -> Block Summary To watch a video on how to carry out this process, please click on this video: 4.2.2 STEP 2 - Set Up Block Information Block Details This section contains basic information about the block such ...