Our orders list is fast filling up with old quotes.
Our sales team follow up with customers and ask if they would like to proceed with the quote. If the customer doesn't, we need a way to mark this and filter the order list to remove them from view.
We don't want to mark these quotes as Void since this effectively deletes them. We need to keep a record in case they change their mind or we need to look back and check pricing or details of the quote.
I suggest a red box next to 'Authorised' labelled 'Rejected' which marks the quote as declined. In addition a 'Show' filter will need adding to the Order list. I suggest adding it to the "All but VOIDED' filter making it 'All but VOIDED and Rejected'.
This or some similar ability to archive a Quote that was not acepted would be of great use. Voiding them is not an option and leaving them open is problematic as well.
This would be great for our business.
Great idea, I like Chris' suggestion of archiving quotes that didn't go ahead in preference to rejecting them.
In some industries it is possible that a quote is requested for a particular project, which is then delayed at the customer's end and beyond our control. Quotes could remain dormant in the system for six months or even longer, but we don't want these quotes clogging up our queue of quotes to approve by leaving them open.
This would also be helpful to measure the amount of quotes issued, vs jobs that did go ahead via reporting. We could then measure the number of archived quotes.
The DEAR Team