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Managing follow-on quotations

This Section Explains How To Add A Quote For Additional Work Linked To An Ongoing Work Order.

  1. Go to the work order and select Create linked quote from the blue actions bar or the actions wheel.

  1. Complete the form by selecting a link type and adding the details for the linked quote.
  2. Once the form has been saved, the option to add a quote will appear.
  3. Select Add quote to open the quote request screen and continue adding the quote details.