The FSI logo. UK (Head Office)

Quotes

The Quotes module provides the functionality to create quotes for internal use or for issuing to clients.

The aim is to ensure familiarity with the key elements of the Quotes module and how this works alongside the existing Contract and Task Management tools within Concept Evolution.

Target Audience

This one-day training course is ideally suited for users who manage quoted works.

Relevant queries to be answered throughout the course.

Course Content

Introduction to Concept Evolution

  • Logging In
  • System Components
  • Evolution Grid Functions
 

Quotes Set-up

  • Quote Events
  • Referral Reasons
  • Rejection Reasons
  • Return Reasons
  • Quote Authorisation Ranges & Limits
  • Quotes Preferences

Quotes Creation, Progression & Management

  • Creating Quotes & Line Items
  • Issuing Quotes to Suppliers
  • Accepting, Rejecting or Referring Quotes
  • Completing Quotes
  • Raising Quotes from Existing Tasks
  • Adding Documents
  • Adding Events

Certification

Upon completion of the course, a certificate will be issued to all candidates who have demonstrated a satisfactory level of attendance.

 

Interested in this course?

Contact our team today to discuss your training needs and to arrange your course