Repairs that start out without a price are referred price are called EVALS. If we have a standard price for the repair, those are just called "Priced Repairs."
Draft = no quote lines on quote
The only quotes that start out in Draft status are Quick Quotes.
Notice that these statuses are not the same as the other quotes that are interacting with eCommerce.
Evaluation Pending = any quote lines have ‘Evaluation Required’ = True
You will see the quote start out in Evaluation Pending if there are any zero dollar "EVAL" lines.
You could have a quote that has a combination of priced and non-priced lines. The non-priced lines would be marked "Evaluation Required", the priced lines would not be.
Evaluation Complete = when quote line quantity of ‘Evaluation Complete’ = True equals count of quote lines requiring evaluation. Salesforce does not stay in this status for long, it moves to quote Hold.
Quote Hold = Used for any scenario after evaluations are completed. Can automatically move to this stage as well.
All stages after ‘Quote Hold’ are manually updated by CSR team
At this point we do NOT use the next three statuses: Approved, Presented-In Transit and Presented-Received. These could be used when we have further integrations built into the system.
Presented: Priced quote has been sent to the customer and is awaiting approval. This is the final stage before Accepted -- you can still make changes to the quote in this stage.
This is the stage you will set EVALS in when you are awaiting Customer confirmation that they are good with the price quote and want to proceed with the order.
Accepted: The customer has agreed to the quote and work is proceeding as planned.
- When working with a PRICED Quote, the CSR moved the quote from Quote Hold to Accepted. There is no need to stop at any other stage.
- When working with EVAL, after the customer approves the price, the CSR changes the status from Presented to Accepted. If this is an eCommerce order that was paid by Credit Card or PayPal, this will kick off a second cart for the customer to approve the new dollar amount.
- If the customer paid by PO, there is no need to send a second cart. An email with the new dollar amount will be sent instead.
Once the CSR hits Accepted, and Marks as Current Status, (and the customer approves the second cart if there is a price change), the Order is created.
After the order is created, you are limited in the changes you can make to the quote.
Rejected: If the customer decides not to proceed with the Repair, the Quote is moved to Rejected.
Enter the Primary and Secondary reason and click the Done button.
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