Quote Status Settings
- quotation
- status
- quote
- quote status
Configuration > Quotations > General Settings > Quote Statuses
Related Guides:
| Field | Type | Description |
| Name | Text | Name of the quotation status. |
| Disable Editing when this status is selected | Checkbox | When enabled, the quotation will not be able to be edited when this status is set. |
| Hide Quotes from end user when this status is selected | Checkbox | When enabled, the quotation will be hidden from the end-user when using this status. |
| Users cannot Accept/Reject Quotes when this status is selected | Checkbox | When enabled, users cannot accept or reject the quotation until another status is selected. |
| Hide Quotes from Ticket/Sales details when this status is selected | Checkbox | When enabled, quotes with this status will be hidden from the linked "Quotes, Orders & Invoices" on the ticket they are associated with. |
| Hide the 'Send' button on Quotes when this status is selected | Checkbox | When enabled, the button to send the quotation will not be available on Quotes with this status. |
Exclude this status from the quote expiry scan | Checkbox | (v2.244+) When enabled, this status will be ignored by the Quote expiry scan. |
| System Use | Single Select | This sets if the status acts if the quotation is closed, accepted, rejected or no use. The 'Closed' and 'Accepted' system uses dictate which area of the quotes and order module quotes with this status show in, i.e. "Closed Quotations". The 'Rejected' system use (available from v2.248+) will process the quote as if it has been rejected by the user, without the user needing to reject the quote using Halo's quote approval process. This will update the the approval state of the quote to 'Rejected' and, if a ticket is linked to the quote, will update the linked ticket accordingly. Especially useful when approval is completed using an integrated tool. |
| Active | Checkbox | When enabled, the status is available for use. |