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 OK.

Editing Quote Details

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

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 OK.

Deleting a Quote

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

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 (unless "Include Deleted" is selected within the Search menu.) The Quote will remain in your Flex database, and can be undeleted at any time.

1. On the  Main Menu, select the  Projects menu, and choose Quotes.
2. In the footer, check the "Show Deleted Only" option.
3. Find the Quote(s) that you want to undelete. You might have to search or filter the results.
4. Click the box next to the Quote(s) that you want to undelete.
5. In the footer, click the  Undelete Selected icon and confirm.