Variations

1Step 1 of 5

1. Open the Won original quote.
2. Press New variation.

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2Step 2 of 5

1. The form opens with Type Variation and the Won original chosen.
2. Enter the scope summary and the dates, then Create quote.

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3Step 3 of 5

1. Add the lines of the change from the Price library, with their quantities.
2. A piece that was not on the quote gets a New scope, for example SPL-02.
3. Save quote. The variation stays a Draft until you send it.

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4Step 4 of 5

1. Choose the recipient and press Send variation.
2. The PDF goes by email and the lines lock.

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5Step 5 of 5

1. Record the answer when the customer replies: Customer accepted.
2. An accepted variation counts in the contract value of the job.
3. Customer rejected keeps the variation on record with its reason. It adds nothing to the contract value.

A work order that cuts a piece of this variation cannot start until the customer has accepted it.

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