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1. Add new quote

At the quote category list screen, to add a quote, please follow these steps:

Step 1: Click on the "Add quotation" button -> The add new form is displayed.

Step 2: Fill in the form with your information. Ensure that all required fields are completed (Fields marked with an asterisk (*) are mandatory).

Step 3: Click "Add" to complete.

2. Update quote

To update the quote, please follow these steps:

Step 1: Click the three dots on the right side of the quote.

Step 2: Click "Edit" -> The updated form displays

Step 3: Enter the information to be updated

Step 4: Click "Update"

3. Delete quote

To update the quotation, please follow these steps:

Step 1: Click the three dots on the right side of the quote

Step 2: Click "Delete"

Step 3: In the delete confirmation popup, click "Delete"

4. Archived

Once the "Quote Types" are deleted, they will be archived and managed in the Archived tab after successful deletion. Users can either Restore the quote type or permanently delete it from the system.

4.1 Restore quote type

To restore the quote type, please follow these steps:

Step 1: Click the three dots on the right side of the quote

Step 2: Click "Restore"

Step 3: In the delete confirmation popup, click "Restore"

4.2 Delete permanently

To permanently delete the quote type, please follow these steps:

Step 1: Click the three dots on the right side of the quote

Step 2: Click "Delete"

Step 3: In the delete confirmation popup, click "Delete"

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