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Lesson three: We’ve broken down all our helpful guides into individual sections so you can find everything you need with ease.
Prefer videos? Not to worry we have that too!
If your quote is showing as invalid, some amendments will need to be made in order to send the quote to order as valid.
Click into your quote to display the quote in full, the status will show as invalid.
If the issue is not clear, click ‘Calculate’.
Under the errors column it should then display the error causing the quote to be invalid, such as no quantity.
Click into the Qty column text box showing 0 and enter the required quantity.
Then click ‘Calculate’ again
The quotation will then appear in full, click ‘Calculate’ and the status will show as valid.
Should the issue not be quantity, in the notes column there should be a warning message advising of details on the parts causing the issue. Should this occur, please contact a member of the team for assistance.
Another reason for an invalid quote could be that 2 files have the same name.
Edit the line item, change the file name and then click ‘Calculate’. The quotation should have now updated and show as valid under status.