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.
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