Home > SI 2016 Documentation > User Guide > Mobile Quote > Mobile Quote Explorer

Mobile Quote Explorer

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Details

 

The Mobile Quote Explorer is where you will manage your Mobile Quotes within SI 2016:

 

 

Here you can perform various functions for Quotes that you have synchronized from the Mobile Quote app:

 

Manage

 

In the Manage section of the ribbon you can view, delete, archive, or unarchive Quotes. When you click the [View] button, the Mobile Quote Viewer will open:

 

 

The Mobile Quote Viewer interface displays the Items that you have added to the Quote:

 

 

For more details, click the [Information] button within the Mobile Quote Viewer:

 

 

Here you can view general information, the description, and pricing details of the Quote. All information here is non-editable:

 

View

 

The [View] button in the View section of the ribbon will allow you choose which Quotes display: All, My, or Archived

 

 

The Quick Filter button allows you to further change what Quotes display:

 

Project

 

The Project section of the ribbon allows you to Create or View existing Projects for your Quotes.

 

 

Click here for more information on creating a Project from a Quote.

Mobile Devices

 

The Mobile Devices section of the ribbon allows you to manage your Mobile Devices (iPads) as well as buy additional seats for Mobile Quote.

Catalog

 

The [View] button in the Catalog section of the ribbon will display your SI 2016 Catalog as it will be synched with the Mobile Quote app:

 

 

The Mobile Quote Catalog Viewer displays Categories and Subcategories from your SI 2016 Catalog with a price range from minimum to maximum:

 

 

Once you have made any edits to your SI 2016 Catalog after the initial sync, click the Build Catalog button here to regenerate the list of Categories/Subcategories prior to you syncing again.

 
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Last modified
11:58, 2 Mar 2016

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