Home > SI 2015 Documentation > User Guide > Mobile Quote > Mobile Quote Explorer

Mobile Quote Explorer

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Overview

 

This explains the Mobile Quote Explorer interface within SI 2015.

Details

 

The Mobile Quote Explorer is where you will manage your Mobile Quotes within SI 2015:

 

 

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

 

mobile quote explorer interface.jpg

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:

 

mobile quote viewer.jpg

 

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 2015 Catalog as it will be synched with the Mobile Quote app:

 

The Mobile Quote Catalog Viewer displays Categories and Subcategories from your SI 2015 Catalog with a price range from minimum to maximum:

 

mobile quote catalog viewer.jpg

 

Once you have made any edits to your SI 2015 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
18:02, 25 Sep 2014

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