Adding a Status to a Sales Quotation

Originally written by Luke Mavin. Published 5 February 2025 on the Motasoft VGM Help Centre.

Sales Quotation Statuses allow you to categorize and track quotations efficiently. Follow the steps below to create, edit, and assign statuses within VGM.

Creating a Sales Quotation Status

1. Navigate to Branch > Settings.
2. Select Sales Quotation Statuses to view the existing statuses.
3. Click Add to create a new status.
4. In the New Sales Quotation Status window:
   • Enter a Description for the status.
   • Choose a Colour Scheme for easy identification.
5. Click Save to apply the changes.

Editing an Existing Sales Quotation Status

1. Go to Branch > Settings > Sales Quotation Statuses.
2. Select the status you wish to edit.
3. Click Edit to modify its details.
4. Click Save to update the changes.

Assigning a Sales Quotation Status

You can assign a status to a Sales Quotation in two ways:

From the Sales Quotations Page

1. Select the Sales Quotation(s) you want to update.
2. Click the Quotation Status you wish to apply.
3. The selected status will be updated for the quotation(s).

From the Sales Quotation Details Page

1. Open the Sales Quotation.
2. Click the Status Pill and choose a new status from the dropdown list.
3. To remove an existing status, click the "X" next to it.