Setting Up Quote Route Types
Quote route types control how quotes are routed to customers and prospects. To define a quote route type, open
Fastpath:
Refer to Printing Quotes for more information about how quotes are routed to customers and prospects.
Description of Page
Enter a unique Quote Route Type and Description for every quote route type.
Quote Routing Method controls the type of information that may be defined when the respective Quote Route Type is selected on Account - Person Information. The following options are available:
- Postal: Use this method if the routing is via the postal service.
- Fax: Use this method if the routing is via fax.
- Email: Use this method if the routing is via email.
Note:
The values for Quote Routing Method are customizable using the Lookup table. This field name is QTE_RTG_METH_FLG .
- The next two fields control how quotes that are routed using this
method are printed (both in batch and online).
- Use Batch Control to define the process that creates the flat file that is passed to your quote printing software. Refer to Technical Implementation of Printing Quotes In Batch for more information about these processes.
- Use Extract Algorithm to define the plug-in that constructs the "flat file records" that contain the information merged onto quotes routed using this method. Refer to Printing Quotes for more information.