<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>In this guide we will cover:</strong></p><p><strong>- Changing Quotation Statuses</strong></p><p><strong>- System Uses on Statuses</strong></p><p><strong>- Making Quotes not able to be edited</strong></p><p><br></p><p><strong><span style="font-size: 14pt;">What are Quotation Statuses?</span></strong></p><p>Every quotation in Halo has a 'status', this is used to help agents determine what the current status of a quotation is, and will control where the quotation appears in the "Quotes" section of the "Quotes and Orders" module. Quotation statuses can be changed against quotes manually, but can also change automatically after certain events, such as a quote being accepted by a user.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNjYTBmMDQ3LTQ0NzItNGUxNC04YTFiLWViZDRlM2I3Y2M0ZiJ9.BcXyuFVUiv79Exg9EQYcmcu6sSf7AjE00AzKRsfd_R0" class="fr-fic fr-fil fr-dib" width="1388" style="width: 1390px; height: 616.329px;" height="616"></p><p><strong><span style="font-size: 10pt;">Fig 1. Quotation Status.</span></strong></p><p><br></p><p><strong id="isPasted"><span style="font-size: 14pt;">Changing Quotation Statuses</span></strong></p><p>Quotation statuses are configured out of the box, these do not need to be changed but can be customised and new ones created if needed. To view quote status configuration head to Configuration > Quotations > General Settings > Quote Statuses.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImJhOTA3OTdmLTgzOTQtNGJhMS05NmIwLWIwNGI0MjU5ZGUxNiJ9.DT6ASd-4mV0DcUIN4CKcpWqgYd10K4D-tRPp87ZioM4" class="fr-fic fr-fil fr-dib" width="1483" style="width: 1485px; height: 367.366px;" height="367"></p><p><strong><span style="font-size: 10pt;">Fig 2. Quotation Statuses.</span></strong></p><p><br></p><p>When editing a quotation status the following options are available:</p><ul><li><strong>Name:</strong> Name of the quotation status.</li><li><strong>Disable Editing when this status is selected:</strong> When enabled, the quotation will not be able to be edited when this status is set.</li><li><strong>Hide Quotes from end user when this status is selected:</strong> When enabled, the quotation will be hidden from the end-user when using this status.</li><li><strong>Users cannot Accept/Reject Quotes when this status is selected:</strong> When enabled, users cannot accept or reject the quotation until another status is selected.</li><li><strong>Hide Quotes from Ticket/Sales details when this status is selected:</strong> When enabled, quotes with this status will be hidden from the linked "Quotes, Orders & Invoices" on the ticket they are associated with.</li><li><strong>System Use:</strong> This sets if the status acts if the quotation is closed, accepted or no use. This dictates which area of the <a data-fr-linked="true" href="https://usehalo.com/halopsa/guides/2300" data-pasted="true" target="_blank" rel="noopener noreferrer">quotes and orders module</a> the quote shows in. <ul><li>No System Use - Statuses with this system use will not impact where the quote appears.</li><li>Closed - Statuses with this system use show in the "Closed Quotes" section of the Quotes and Orders module.</li><li>Accepted - Statuses with this system use show in the "Requires Processing" section of the Quotes and Orders module.</li></ul></li><li><strong>Active:</strong> When enabled, the status is available for use.</li></ul><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjkyZGUxZWIzLTc3ZTEtNGZmZi05OTYwLTgxMDAwZTYyYjA3YiJ9.99UwtIn3g3JcGSx67ADhEVmC-Dh-nYAKyLHY-IOIqzs" class="fr-fic fr-fil fr-dib" width="449" height="588"></p><p><strong><span style="font-size: 10pt;">Fig 3. Editing a quotation status.</span></strong></p><p><br></p><p><strong id="isPasted"><span style="font-size: 14pt;">System Uses on Statuses</span></strong></p><p><br></p><p>System uses are set on quote statuses to dictate where they show in the quotation area.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImE4ZTVhNjYyLWI1MWUtNGJhMS04NWMzLTY3N2RlZTQ3OGM5NCJ9.Sxw-T1qCxpdE2aWisMRNlqS7PxIdJ4Hqei1rRq0gfBw" class="fr-fic fr-fil fr-dib" width="983" style="width: 985px; height: 595.581px;" height="596"><strong><span style="font-size: 10pt;">Fig 4. "System use" can be set to closed to move quotes of that status into "Closed Quotes"</span></strong></p><p><br></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjY5NTU0NTdiLWIwNGUtNDc1MS04MTFjLTlmM2Q1Nzg4ZThjYyJ9.42Kf3F5_yyDqqfPRJ1R2B3_2jHkqqCFHORsxzR44erY" class="fr-fic fr-fil fr-dib" width="985" style="width: 987px; height: 379.337px;" height="379"></p><p><strong><span style="font-size: 10pt;">Fig 5. Accepted Quotes now appear in Closed Quotes</span></strong></p><p><br></p><p><strong id="isPasted"><span style="font-size: 14pt;">Making Quotes not able to be edited</span></strong></p><p>There is also the option to stop quotes being edited, which can be set per status, as shown in <strong>Fig 4</strong>.</p><p><br></p><p>If technicians are approving quotes on behalf of customers, and the following setting has been enabled.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImFmMTkxMDhkLTk1OTEtNDM5Yi04ZmU4LWM3N2JkMWQxMDdiYiJ9.t8HTp0g1ZyCvzM0tWxyO4Bn2_5erSSnmxYfB8H0RL0g" class="fr-fic fr-fil fr-dib" width="772" height="160"></p><p><strong><span style="font-size: 10pt;">Fig 6. Quotation setting to automatically create the SO when the quote is approved.</span></strong></p><p><br></p><p>You will need to change the quote "Accepted" status to a system use of "Accepted", rather than "close", or else the sales order will not generate from the quote being approved.</p>
