If managing orders with OnSinch, you can distinguish between confirmed and open orders and those awaiting the client's decision by utilizing the price quote status.
Go to Work → Orders → Price quotes to see list of all your price quotes.
When creating new order you can set it as Price quote. Price quote has special status:
- Price quote is pending client's approval and needs to be either confirmed or declined (archived).
- Shifts from price quote are not visible to staff members and they cannot sign up for positions.
- Data from Price quotes are not calculated in statistics finance page.
Generating price quote PDF
Price quote in PDF can be generated form order page and sent to client. You can choose from several document templates.
You can also customise the document visuals in Settings → Document settings → Price quote tab.
✔️Once admin confirms price quote, it became regular open order and positions are set as open and ready to be filled with staff members.
❌Archived quotes are kept in the system for historical record-keeping purposes.