Viewing Quotations Within a Bid File
The system allows you to view all quotations linked to a specific bid directly from within its view screen, and manage them from one place. This guide explains the required permissions, when the quotations tab appears, the content of the list, and the actions available on each quotation.
Permissions
The user must have the “View All Construction Quotations” or “View His Own (Created) Construction Quotations” permission to be able to view quotations. If the user has neither of these permissions, quotations are hidden from the list.
Tab Visibility
The “Construction Quotations” tab appears only if at least one quotation has been created for the bid, with a counter shown next to the tab name indicating the number of linked quotations.
How to Access
- From the main menu, click on “Construction”, then click on “Bids”.
- Click the “View” action for the bid that has quotations added to it.
- Navigate to the “Construction Quotations” tab.
List Details
Each record in the list displays the following columns:
- Construction Quotation No.: the system-generated sequential number.
- Client: shows the client’s photo, name, and code.
- Linked To: shows the title and number of the bid linked to the quotation.
- Price: shows the total price of the quotation, including taxes.
- Created By: shows the photo, name, and creation date of the user who created the quotation. If the user has no photo, a placeholder with the first letter of their name appears instead.
- Status: shown as a colored badge indicating the quotation’s status, including: Issued, Sent, Approved, Rejected.
Actions Available on Each Record
The following actions appear within the three-dot (⋯) menu next to each record:
- Edit.
- View.
- Delete.
Sorting
You can click the “Sort” button shown above the “Status” column to sort the quotations list by the desired column.