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The chemical AR quoting work flow is applied for each of the items
listed for quote itemisation per heading further down this paragraph
For example, per Hygiene survey quote
i) A form very similar to the
Create survey is shown where items for inclusion can be selected
ii) There is the option to use a survey
template for the selection. the template driven selection may still
be edited
iii) additionally, data is captured and shown
for
quote start end dates
optional discount %
iv) later in die workflow, when the quote
is 'accepted', the quote is used to build an uneditable survey request
As for invoices, there is an ‘travel cost’ issue here
– technically if a hygiene survey include surfaces and visuals
and staff, travel cost can only be charged once ...
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