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Add Quotation Reject Reason

This tutorial will guide you through adding a new quotation reject reason in the WorkTraq application.

Video Tutorial

1. Open Main Menu

Click the hambuger-menu.png main navigation menu to access system options.

quotation-reject-reason.png

2. Go to Admin Settings

Click "Admin Settings" to open the administration panel.

quotation-reject-reason (1).png

3. Open the Quotation Menu

Click "Quotation" to access quotation management options.

quotation-reject-reason (2).png

4. Open Quotation Reject Reasons

Click "Quotation Reject Reasons" to manage reject reasons.

quotation-reject-reason (3).png

5. View Existing Reject Reasons

All existing rejection reasons will appear on the right side of the screen.

quotation-reject-reason (4).png

6. Add a New Reject Reason

Click the plus-icon.png plus icon to create a new reject reason.

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7. Enter the Reason Name

Type the reject reason into the Name field.

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8. Set the Reason Status

Uncheck Active if you want to hide the reason from the reject reason list.

quotation-reject-reason (7).png

9. Delete a Reject Reason

Click the X delete icon to remove the reject reason from the system.

quotation-reject-reason (8).png


You have successfully added and configured a quotation reject reason in the WorkTraq application.