Once a Quote Package has been configured, or you select a Quote from the Quote Tab in either Pane 1 or Pane 2, the Edit Quote Package window is displayed as shown below:
This window is comprised of different sections:
Quote Package Header - the header information for the Quote Package
Quotes - a table listing the Quotes present in the Package. Included here are the status of each Quote, the ability to Configure the Quote (i.e. make changes to it) and the ability to Cancel the Quote, thereby removing it from the Quote Package.
Quote Detail Tab- this section will show the details of the selected Quote. It will automatically display the first Quote in the Package. To display a different Quote for configuration, click the "Configure" link in the Quotes section. The Quote Details section displays the Attributes, Features, Pricing and Optional Pricing that was selected when the Quote was first configured. Changes can be made here as long as the Quote is not in "Ordered" status.
Notes Tab - this tab allows the user to enter notes against the Quote Package.
Attached Files Tab - this tab allows for the uploading of documents to the Package, such as pricing quotes from Carrier's web sites.
T & C Tab - this tab displays the Terms and Conditions that will be applied to the Service Order. See the Viewing Quote Ts&C's section for more information.
Usage Rates Tab - this tab allows for the entering of Usage Rates. See the Adding Usage Rates section for more information on this tab.
SO Tab - this tab is where Service Orders are automatically generated and displayed. See the Generating SO's section for more information on this tab.
SO Signed Tab - this is where Signed SO's are uploaded. A signed SO is required on order to convert Quotes to Orders. See the Uploading Signed SO's section for more information.