·         Facility – The Facility the quote is being prepared for.

o   The Facility can be selected or changed by selecting the “…” button.

·         Accepted Date – The date the customer contact accepted the quote.

·         Accepted – If checked, the customer has approved this quote.

·         Accepted By – The customer contact that approved the quote.

·         Account Type – The customer account type.

·         Work Order – The Work Order that the quote pertains to.

o   The Work Order can be selected or changed by selecting the “…” button.

·         Est Delivery Days – The number of days estimated to complete the work quoted.

·         Customer Notes – Notes pertaining to the customer.

·         Quote Status – Indicates the progress of the quote.

·         Quote Number – The number used to identify the quote.

·         Date Created – The date the estimate was created.

·         Start Date – The date that the work could begin assuming the quote is accepted before the Expiration Date expires.

·         End Date – The date the work could be completed assuming the quote is accepted before the Expiration Date expires.

·         Created By – The User who created the quote.

o   The User can be selected or changed by selecting the “…” button.

·         Expiration Date – The date the quote expires (must be accepted by the customer).

·         Lab Accepted By – The User that approved this quote.

o   The User can be selected or changed by selecting the “…” button.

·         Lab Accepted Date – The date the quote was approved by the lab.

·         Lab Notes – Notes about this quote for the lab.

·         Approved – If checked, the quote is locked and indicates approval by the lab.

·         Active – If checked, the quote active or inactive.

·         Sub Total – The cost before discount.

·         Discount – The discount for this quote (as a percentage).

·         Total – The net total for this quote. Calculation = Sub Total – (Sub Total * (Discount/100))

• For example: If the Sub Total = 9 and the Discount = 10, the Total equals 8.10 which is 9 – (9*(10/100)).