This is the outlay of the Quotes Page
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Overview
ResPax Quote Forms can be used to request a quote with Tour and Accommodation Operators using the ResPax system. Users can request an account prior to submitting a request by directly contacting the operator and asking, or Users can also continue as a guest, and a profile will be created on your first request.
Understanding Quote Forms - Learn about what quote forms are and how they work in the Respax system. It is best practice to read this documentation first before trying to test a quote.
Configure Tours for Quotes - Learn how to configure a tour for a quote form. This must be done first in order for quotes to work.
Add Quote- Learn how to Add a Quote (To submit a quote request, the user must have an account with the Operator -see Add New User). The Authenticated User must have the following:
a profile with the role ‘Agent’
a first and last name
a mobile contact number
a username and password
belong to an Organisation that has the role ‘Agent’
The Operator can send the user a link to their quote form using the Generate Link page
Navigating Quotes
From the Main Menu click on Bookings > Quote
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Click in the Search Field to find a quote by Quote No / Contact Name / Agent
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Click on any of the subheadings and it will arrange the specific column in chronological order
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Click on the Pencil Icon to open any of the exisiting Quotes to edit
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Once finished editing click on proceed to the Review Quote Button
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Review the changes made and then click on Save Changes or select the Back Button to go back to the previous page.
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Click +Convert to Booking Button to convert the quote to a booking
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