Manage Quotation Statuses | EPOS POS System

When a new quotation is created, it will always be created with a Pending status.

Users can manually change the quotation status by:

Step

Description

1

Select the quotation from the quotations list in the main Quotations page.

2

Click on the dropdown arrow of the status bar beside the Quote Details header.

3

Select the status to change to.

4

The quotation will reload and display the updated status.

When a Pending quotation’s Due Date has passed, the quotation will change its status to Expired.

The Expired status can be manually changed to other statuses.

 

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