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Quotation List

The Quotation List holds every quotation you have written that has not yet been turned into an invoice, newest first. Each row shows the Quotation#, License#, Date, Amount, vehicle and customer, with a red Q in the Action column. Quotations are removed by themselves after a set number of days, which your shop sets in System Setup Tools. When a customer accepts, you convert the quotation into an invoice; it gets an invoice number, takes its parts out of stock, and moves to the Invoice List as a Draft.

3 how-to answers 1 screenshot Open in ARM Markdown

How do I find a quotation? #

  1. From the Home Screen, click Invoices → Quotation List.
  2. Type a customer name, phone, plate, VIN or quotation number in Search and click SEARCH. A search also finds invoices, so look for the red Q in the Action column.
  3. To narrow by date, click From : To :, pick a range and click Apply.
  4. Click the row to open the quotation.
Quotation List
Quotation List

How do I send a quotation to the customer? #

  1. From the Home Screen, click Invoices → Quotation List.
  2. Click the envelope icon in the Action column and click OK. ARM emails the quotation. The icon appears when the customer has an email address and has agreed to emails.
  3. Or open the quotation and click PRINT / EMAIL, then Print, or Send by SMS/Email.

How do I convert a quotation into an invoice? #

  1. From the Home Screen, click Invoices → Quotation List and open the quotation.
  2. Beside Quotation # at the top, click the Quotation switch so it reads Invoice.
  3. Read the warning in CONVERT QUOTATION TO INVOICE. This cannot be undone: the quotation cannot be turned back.
  4. Click Convert to Invoice. If the quotation has PartsTech parts not yet ordered, you can click Order Parts & Convert to Invoice to order them at the same time, or Convert to Invoice Without Ordering Parts.
  5. The quotation is now a Draft invoice with an invoice number, and appears in Invoices → Invoice List.

Related pages: Add Invoice

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