Reminder Quotes
Purpose
The Reminder Quotes screen in byondpro is designed to help staff keep track of open quotes and follow them up easily.
The list of open quotes is accessed using the Reminder Quotes button on the byondpro Home page.
It presents a list of open orders with filters to narrow selections by Sales & Booking type and staff member responsible.
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Button
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Description
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Generate Reminder Letter [printer icon]
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Produces a PDF version of the Quote that can be printed/emailed to the customer.
Changes the quote status to Reminder Sent and records the status change date.
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Selection Filters
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Site
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Lookup to list of cemeteries
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Status
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Selection list of quote statuses
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Reference
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Person reference number
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Sales & Booking ID
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Sales & Booking number
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SalesPerson
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Staff member that created the quote
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Type
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Type of Sales & Booking transaction
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Field List
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Field
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Description
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Associated Business Process
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Sales & Booking ID
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Unique identifier for the booking record
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Hyperlink to open originating Sales & Booking record
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Type
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Sales & Booking type
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Site
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Lookup to site/cemetery list
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Status
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Sales order status
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Displays only Open and Reminder Sent.
Changes to Reminder Sent when Generate Reminder Letter function is actioned
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Description
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Sales order header description
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Order Date
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Sales order (quote) date
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Reference
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Name of reference person link on order header
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Hyperlink to person record
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Bill to Applicant
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Name of bill to person linked on order header
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Hyperlink to person record
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Bill to Company
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Name of bill to company linked on order header
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Hyperlink to company record
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Owner
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Name of staff member linked on order header
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Usually person who created the quote
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Status Change Date
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Date order status was changed
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Updated when Generate Reminder Letter function is actioned
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Generate Reminder Letter
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Action button [printer icon]
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As above
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