You can mark a rental quotation as Confirmed, Lost, or Canceled, based on the response from the customer or prospect.
A rental order is created automatically if the quotation is confirmed.
Once a quotation is marked, you can no longer modify it.
This flow explains how to mark a rental quotation as Confirmed, Lost, or Canceled.
| Name | Responsible | Description |
|---|---|---|
|
Mark rental quotation as Confirmed |
Rental clerk |
Mark the rental quotation as Confirmed after the customer accepts it. A rental order is created automatically. |
|
Mark rental quotation as Lost |
Rental clerk |
If the prospect does not accept the rental quotation, you can mark it as lost. |
|
Mark rental quotation as Canceled |
Rental clerk |
If you or the prospect decides not to continue with a rental quotation, you can mark it as canceled. |
