This guide provides a walkthrough for the 'Merge Quotes' function.

 

  • File > Quote Management > Merge Quotes

 

  • Enter the reference number of the quote you want to keep (the "Primary Quote"), then click 'Search'.

 

 

  • This will display the details of the quote entered, confirm that they are accurate.

 

 

  • Proceed to enter the 'Secondary Quote' (this is the quote you wish to combine with the 'Primary Quote') then click 'Search'.


  • Confirm that the details of the secondary quote are correct and that the 'Primary' and 'Secondary' quotes are correct, then click 'Merge'.

 

 


  • A confirmation popup will appear, if all information is correct then click ' Yes'.

 

 

  • Quotes will be merged.

 

  • The merged quote will be displayed on screen .