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ADC Quote Convert Enhancements (6/28/23)

ByLinda

One of the popular features of ADC is the ability for your distributor to request a quote and the ability for an agent to send the distributor a Quick Quote from Agile that they can then convert to an order via ADC’s Product Search.  We have recently made some enhancements to improve this feature:

  • Update the status of the Quick Quote to converted (CVT)
  • Update the status to Ordered / Won
  • Visibility of the Quote number on the Agile Order Management dashboard
  • Visibility of the Quote number in the Projects field on the Order Management lines tab
  • Ability for the Quote to pass the Type field to ADC and the order

To learn more about the Quote Convert feature, please refer to the Agile Help section, under Product Search.  Refer distributors to the Powerpoint and video on the ADC webpage, Online ordering section, adc-help (acuitybrandslighting.net)

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