Flex4: Creating a Quote

• Overview
• Creating a New Quote
• Editing Quote Details
• Adding Child Elements to a Quote
• Deleting a Quote
• Undeleting a Quote

Overview

The Quote is the main financial document in Flex. With a Quote, you can add inventory and services to get an accurate estimate of how much a job will cost, as well as view the availability of your inventory during the dates of the job.

Creating a New Quote

1. Click the New drop-down menu (top right-hand side of the screen).
2. On the New menu, click New Quote.
3. Enter the new Quote information.
4. Click ACCEPT.

Editing Quote Details

1. Open the Quote that you want to edit.
2. In the Workbench Menu, click Edit Header.
3. Edit the Quote information.
4. Click ACCEPT.

Adding Child Elements to a Quote

1. Open the Quote that you want to add a child element to.
2. In the Workbench Menu, find the Add Child Elements section (near the bottom of the menu options list).
3. Click the element name that you want to add.
4. Enter the new element details.
5. Click ACCEPT.

Deleting a Quote

1. Open the Quote that you want to delete.
2. In the Workbench Menu, click Delete This Quote.
3. Click the I Agree box to verify that you want to delete the Quote.
4. Click DELETE.

Alternatively, you can delete a Quote (or multiple Quotes) from the Quotes list page on the Projects menu.

1. On the Projects menu, click Quotes.
2. Check the box next to the Quote(s) that you want to delete.
3. Click the cog-wheel in the upper-right corner.
4. Click Delete Selected. A confirmation window will appear.
5. Click Yes in the confirmation window.

Undeleting a Quote

When you delete a Quote, it will "soft delete" it from your system. This means that you won't be able to see the Quote on your calendar, Quote list pages, or when searching for Quotes. The Quote will remain in your Flex database, and can be undeleted at any time.

1. On the Projects menu, click Quotes.
2. Click the cog-wheel in the upper-right corner.
3. Click Show Deleted Only.
4. Find the Quote(s) that you want to undelete. You might have to search or filter the results.
5. Click the box next to the Quote(s) that you want to undelete.
6. Click the cog-wheel in the upper-right corner.
7. Click Undelete Selected.