This tutorial demonstrates the life cycle of a quote. Quotes are similar to workorders, but with a cost analysis component, and are converted to workorders if they are won.
In this scenario they have returned a spreadsheet with the column names PartName,Grade,Thickness,Qty that you have saved as a CSV type file, to save you manually copy in the details. (see (see "Importing a CSV Bill of Materials from drawings on disk." ): "Importing a CSV Bill of Materials from drawings on disk." ).
1Click on the Quotes module from the start screen
There's a range of unfinished, posted, and lost quotes in the quotes module.
2Tick Show All and click Refresh to see the quotes shown below.
The above shown quotes are:
Won 
Lost 
Editing 
Posted 
3Click the Open new Quote 
button.
4Select TutCustomer 1 as the Customer.
5Click the Import part button 
on the toolbar on the left hand side.
6Navigate to quotes folder.
7Change the type of file we are searching for in the bottom dropdown box to a .csv file.
Open the CSV file QuoteLifeCycle.csv
8Click OK.
9If this tutorial has already been attempted, you will need to create New Revision of DB Part from File for each part.
10Select all the parts that were imported in the left hand window.
11Right Click and click on Process Part 
to process the geometry.
12Select the processing options to be Plasma (Best) for closed paths and Click OK.
13Click Recalculate in the bottom right corner.
14Click Post 
,top right. Click Yes to save the Quote.
15Click the Hard Copy tab at the top of the window.
This is just a default report template - Kinetic can set you up with one more suitable to your company.
16Click email. As you can see an email is prepared for you. If you had the customers address stored as the email address, it would have automatically put it in.
The default contents of the Emailed Quote is found under Start menu>Global Settings> Emailed Quotes
17Your email should open with a pdf of the quote attached.
Suppose in our scenario, after seeing your pricing the customer changes his mind - he wants twice as many of the 'Quote Rack' part
Click Requote. Click No. Note that our new quote has a different Quote number, so the old quote still exists in the database as a reference.
18Double Click on our Quote Rack Quote Line Item in the main window (parts selector).
19Change the quantity from 2 to 4. Click OK.
20Click Recalculate again. ( Bottom right )
21Click Post and save the new quote.
Suppose this time the customer is happy, and makes the payment.
22Click Win/Create WO 
23Enter an invoice number eg 'INV - 555' for the new workorder
24Click Convert to Workorder.
25To confirm our Workorder was generated successfully, click Yes to jump to the workorder.
26Let's confirm that it has indeed been converted to a workorder.
27Close the module.
Cancelling a quote is by clicking the Lose/Cancel button, 
. A box opens giving you the option to leave a Comment.
You can see where a comment appears by finding 'Customer Found.