Understanding Approved Quotes
Once a quote reaches the "Approved" status in BuildOps, it becomes locked. This immutability ensures that the integrity of the approved terms is preserved. Consequently, no changes—such as adding or removing assets—can be made directly to the approved quote.
Steps for Modifying Approved Quotes
If you need to make changes to an approved quote, such as adding or updating assets or labor, here are the available options:
1. Clone or Create a New Version of the Quote
To make changes while retaining the original, you can create an editable version of the approved quote:
a. Clone the approved quote into a new draft.
b. Alternatively, use the "Create Quote Version" option, which allows you to update details and maintain a version history.
c. Make the necessary changes in the new draft, then re-approve it if required for further use.
2. Cancel and Edit the Original Quote
a. Dissociate the job attached to the approved quote. (Only if a job is associated already to an approved quote, if not proceed to step B)
Note: If a Quote has already been invoiced, you will need to void the invoice before you can remove the Quote from the Job.
b. Cancel the approved quote
c. Once it's cancelled, a new 'Re-open' button will appear when you click on the 3-dots on the upper right
d. Click Re-open to switch the Quote back to Draft
e. Make your modifications, including adding labor or other updates.
f. Re-approve
g. Re-associate the quote with the appropriate job if step A applies.
FAQ
Can I add an asset directly to an approved quote?
No. Any modifications to an approved quote require creating a new version through cloning or versioning options. Approved quotes are locked to preserve the integrity of their terms.
What happens to the original quote if I create a new version?
The original quote remains unchanged, while the new version allows edits. This preserves the history and ensures accountability. Once the newly created quote version has been approved, the reset of the versions will be mark as Discarded.
Can I add labor to an approved quote?
Yes, but only by creating a new version of the quote or by dissociating the associated job, canceling the quote, and editing it in draft status before re-approving.