Quotations
Last updated
Last updated
The Quotations module in PracHQ lists the quotations offered to the patients for surgeries, products or services.
Quotations module has the following features:
Quotations list is a list view of Quotations module. Quotations list has following features:
You can navigate through the quotations list by using the First/Previous/ Next and Last buttons at the bottom right of the list.
You can select number of quotations to be displayed per page by clicking on the Items per page drop down and selecting a number. By default 10 is selected.
Quotations list can be sorted by the following columns:
Number
Establishment
Patient
Practitioner
Status
Date
2. Click on any column header to sort the list according to the column. For e.g. Number.
3. Quotations list is sorted in either ascending on descending order based on quotation number.
To search for quotation, click on Search text box and enter quotation number or patient name.
3. Quotation/s that match the search criteria are listed in the quotations list.
To view a quotation, click on number of the quotation from the quotations list that you want to view.
2. User is navigated to the Quotation details page with Quotation Details tab as default.
3. Click Related Orders to view Quotation related orders list.
4. Click Record History tab to view record history details.
2. User is navigated to the New Quotation page.
4. Add quote item window pops up showing the results according to the default search criteria. User can change the search criteria to search for other items listed in the price books.
6. Quote item is added and user is navigated back to the New Quotation page.
4. Quotation is saved for the patient and 'Quotation has been saved successfully' message appears in toast.
To edit a quotation, click on quotation number from the quotations list that you want to edit.
2. User is navigated to the Quotation detail page.
4. Quotation detail page is changed to edit mode.
6. Quotation details are updated and Quotation detail page is changed back to no edit mode. 'Quotation has been saved successfully' message appears in toast.
To print a quotation, click on number of the quotation from the quotations list that you want to print.
2. User is navigated to the Quotation detail page.
4. User is navigated to a new tab on the browser showing the printable version of selected quotation.
Only quotations with status 'Accepted by Customer' can be converted to orders. To convert a quotation to order, click on number of the quotation having the status Accepted from the quotations list that you want to convert to order.
2. User is navigated to the Quotation detail page.
4. 'Quotation converted to order successfully' message appears in toast.
5. User is navigated to the converted order detail page.
Quotations having the following statuses can be emailed to the patient:
Approved
Rejected
Presented to customer
Accepted by customer
Denied by customer
Booked Appointment
To email a quotation to patient, click on number of the quotation having any of the above mentioned statuses from the quotations list that you want to email to patient.
2. User is navigated to the Quotation detail page.
4. 'Quotation email sent to patient successfully' message appears in toast.
5. Email is also listed in the communications section of the patient.
7. User is navigated to a new tab on the browser showing the printable version of the quotation.
To delete a quotation using the quotation detail page, click on quotation number from the quotations list that you want to delete.
2. User is navigated to the Quotation detail page.
4. A pop up window appears confirming the delete action.
6. The quotation is deleted and user is navigated back to the quotations list page. 'Quotation successfully deleted' message appears in toast.
2. A pop up window appears confirming the delete action.
4. The quotation/s is deleted from Quotations list and 'Quotations successfully deleted' message appears in toast.
2. Click on Search icon button.
To add a quotation, click on Add Quotationicon button on the top right corner of Quotations page.
3. Fill in all the quotation details and click add quote item icon button.
5. Select quote item/s and click button.
7. Click save icon button.
3. Click the edit icon button.
5. Update the details of the quotation and click save icon button.
3. Click the print icon button at the top right corner of the page.
3. Click the convert to order icon button at the top right corner of the page.
3. Click the email quotation to patient icon button at the top right corner of the page.
6. Open the email details page and click button.
3. Click the delete icon button at the top right corner of the page.
5. Click button.
To delete quotation/s, select the check box displaying on each row of quotation list for each quotation that you want to delete and click delete icon button showing at the top right corner of the quotations list.
3. Click button.
