Active Quote

An end user session can have only one active quote at a time. Each item that is added to a quote for a customer is added to the active quote. An active quote is useful, because it avoids creating new quotes when you are working with the same customer. The active quote adds all the quotes items of services or products requested by one customer into one quote.

A quote becomes the active quote when:

  • The employee end user creates a new quote by clicking the New, Modify, Deactivate, Suspend or Resume buttons in the Installed Assets or Account Summary view.

  • The employee end user navigates to the Quote Details view and clicks the Profile button.

  • The customer end user goes to the Shopping Cart.

When an end user makes changes to the service profile of a different account, a different quote is made active. When a new quote is made active, the previously active quote becomes inactive by implication.

When a quote is converted to an order, the quote becomes inactive.

Note: If the employee end user clicks New in the Account Summary or Installed Assets view, and there is already an active quote for the same account, then the end user is taken to the existing active quote. An additional new quote is not created.