Release Quotation
Purpose
The Release Quotation screen is a quick way to convert your quotes to Unallocated Bookings or release them to an Allocated Booking. It also allows you to easily view, email, update and cancel quotations.
Accessing Release Quotations
Reservations >> Release Quotation
Filters and Parameters
You are able to generate a list of quotations using the following filters:
Location | This report can be run for All Locations or a specific location. Only Quotations with this as their Pickup Location will appear in the report. |
Date Range | You can run this report for either Date Entered or Pickup Date, and enter a Date Range. Only Bookings with their selected date in this date range will appear in the report. |
Entered by Operator | This report can be run for All operators or a specific operator. Only Quotations entered into your system by this operator will appear in the report. |
Include cancelled quotations | If you tick this, cancelled quote will appear in the report as well as active ones. |
Vehicle Category | This report can be run for All Categories or a specific category. Only Quotations against this vehicle category will appear in the report. |
Order | The quote that appear in the report can be ordered by:
|
Search | You are able to search for a specific quotation by searching for the
This search will override all the above parameters and return all quotations that match this search |
Apply Date Range when Search Name/Email | If you search for quotations by their Last Name or Email, ticking this will apply the selected date range to the search, so only booking with this customer Last name or Email, within the date range will appear in the report. |
Example
Fields
Quote | The Quotation Number. Clicking on this red number will open the Booking Details page. |
Update | This button opens the booking form and allows users to make updates. |
Email Quote | This button allows you to Email the Quote to the customer. |
Convert To Unallocated | This button allows you to Convert the Quote to an Unallocated Booking. |
Release Quote | This button opens the Vehicle Allocation page and allows you to release the Quote to an Allocated Booking. |
Name | The name of the customer against the quote. |
Vehicle | The Category of Vehicle this quote is against. |
Pickup | The Pickup Location of the quote. |
Pickup Date | The Pickup Date and Time of the quote. |
Dropoff | The Dropoff Location of the quote. |
Dropoff Date | The Dropoff Date and Time of the quote. |
Booking Total | Total amount of the Quotation. |
Source | The Source of the Quotation. |
Enquiry Date | The date the Quotation was created. |
Entered | The Operator who entered the booking. |
Log | The first entry into the quote's Res Log- please see 'Point to Know' entry at bottom of this article. |
Email | The email address of the customer against the quote. |
Emailed | Indicates whether the quote has been emailed or not. |
Last Updated | If the quote has been updated since it was created, this will display the date and time the quote was last updated. |
Change Customer | This button opens the Customer Change page and allows you to change the customer. |
Cancel | This button allows you to cancel the booking. |
Point to Note:
When a customer enters a booking on-line and does not enter any Credit Card details, the booking will often (depending on your settings) be saved as a Quote. When this occurs, the 'Log' field in the Release Quotation list will display "No CC entered, saved as quote."
If the Availability Engine is enabled in your RCM System, when you try to Convert to Unallocated, an availability check will be done to see if there is a vehicle of this category available for this booking. If there is not, the following warning will be displayed: "WARNING! This category does not have available vehicles for the selected dates. Do you wish to proceed?"
Important Articles
Related Articles
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