In Saphyte, you can easily get an overview of your quote status. Invoices are assigned with specific status depending on the action that was performed on the quote
You can check the status of your quote under the Quotes tab from the Sales menu.
Make use of the filter section for easier search.
The quotes statuses are predefined in the system and they are defined as below:
|Draft||Quotes in draft status can still be edited and remain unsent|
|Sent||Quote has been sent to a client via email from the system|
|Accepted||Quote has been sent to a client and is accepted|
|Invoiced||Quote has been has been accepted and is converted to an invoice for payment|
|Declined||Quote has been sent to a client and is rejected|
|Cancelled||Quote has been cancelled and is no longer valid|
|Expired||Quote has not been accepted within the quotation validity period|
Once a quote sent to a client, the client can easily respond to either accept or decline.
The status of your quote gets updated real-time.
The quote status can also be changed manually and this option is only available on Quotes on ‘DRAFT’ status.
Under the Quotes section, select a specific quote from the list. Click on the kebab button and choose the ‘Change Status’.
Select the new quote status from the drop-down list.
On the ‘Comments’ field enter notes or additional details about your code. Once done click on ‘Change Status’.
Once done, click on .