Evergreen farms (pos)

Quotes

A. Quote List Page

1.View PDF UI Consistency

“View PDF” table layout should match Email PDF format.

Action History Inconsistency

Quote action history behavior differs from other modules.

➤ Needs standardization.

B. Create Quote

2.Delay When Selecting Request ID

Selecting Request ID takes too long and shows “No Options” temporarily.

➤ Loader should be displayed during data fetch.

3.Multiple Services – Pricing Type Issue

When a request has multiple services:

Some are Base Price

Some are Actual Price

➤ There is no option to send quotation for only one selected service, which causes issues during acceptance.

4.Multiple Quotes for Same Request

If Edit / Resend / Delete / Restore options already exist,

➤ Why allow creating multiple quotes for the same request ID?

➤ Business rule clarification needed.

C. Expired / Archived Quotes

5.Expired On Column Missing

Expired Quotes table should include Expired On column.

Tooltip Missing for Cross Icon

Add tooltip for cross (❌) icon.

6.Archived Quotes Table Enhancement

Add:

Archived On

Archived By

7.Action History for In-Progress Quotes

When customers raise questions and admin replies:

➤ No clear action history is visible

➤ Needs tracking.

8.Customer Notes Missing in Edit Quote

Customer Notes field is missing in Edit Quote.

➤ Requires immediate addition.

8.Quote Editable After Invoice Paid

After invoice payment, quote can still be edited.

➤ This should be restricted.

Base ↔ Actual Price Change Error

When editing a quote:

9.Changing Base Price ↔ Actual Price throws error

Works only after adding discount

➤ This is incorrect behavior.

10.Missing Action History on Quote Acceptance

When admin accepts a quote:

Action history is not recorded