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 a list of all your price quotes.
When creating a new order you can set it as a Price quote. Price quote has a special status:
- The price quote is pending the 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 the statistics finance page.
Generating price quote PDF
Price quote in PDF can be generated from order page and sent to a client. You can choose from several document templates.
You can also customize the document visuals in Settings → Document settings → Price quote tab.
✔️Once admin confirms the price quote, it becomes a 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.