Manage quote statuses in B2Brouter
To manage the status of a quote, you must first have created and sent it. Once the quotation has been sent, you have two ways to manage the status:
Receive status change.
Section titled “Receive status change.”The receiver can change the status of the quotation to Accepted or Rejected at the time of receiving the document. If he does so, B2Brouter shows you the updated status of each quote. You can check it on the right side of the quotation list or by opening the quotation, at the top.
Modify the status manually
Section titled “Modify the status manually”You can modify the status of a quote manually. To do this, go to the Revenues section and then Quotes using the options at the top left.
- Select the quote you wish to modify.
- Click on More options at the top left.
- A dropdown opens with several options, including Mark as. Choose the option you want to use.