All quotes are stored in the Saved Quotes view. This includes quotes that have been requested by a guest viewing your website, your reservation staff working from a remote location using the Windows, online or iPhone/iPad edition of Ciirus and staff working from your local office or home. All quotes are stored and available from the same pool.
To access the Saved Quotes page, click:
- Reservations & Quoting
- Saved Quotes
How to View Saved Quotes
- Use the Filter / Search to view quotes issued between the specified dates or by a Quote reference
- Click Refresh
- Clicking on the Gear icon to the left of a quote will open the Total Quote Summary
Total Quote Summary Screen
This screen is similar to the Total Bookings Summary screen. Quotes displayed in this screen do not appear as a confirmed booking until the
Convert Quote to Booking is selected under the Quote Actions drop down menu. At this point the quote becomes a confirmed booking and is available in the Bookings Manager and the Bookings List screen
The operation of this screen is the same as the Booking Manager screen with the exception that it has a Book button to convert the quote to a booking and an Email Quote in the drop down menu to email the quote or updated quote to a guest.