How to Change a Quote's Status in EDGEBIC

To change a quote's status in EDGEBIC by User Solutions, open the quote in edit mode, pick the new value from the Status dropdown, and save. The statuses are Draft, Submitted, Under Review, Approved, Rejected, Expired, and Converted, and every one of them except Converted is yours to set by hand.

That exception is the point of this task. Converted is the status the conversion action sets for you, and setting it manually creates a quote that looks won while no job exists. For the real conversion, see how to convert a quote into a manufacturing order.

Before You Start

• The quote exists. If you are starting from scratch, how to create a quote comes first.
• You know which status your sales process actually means. Approved and Converted are not synonyms, and the difference decides whether a job lands on the schedule.
• You have decided whether the quote also needs re-simulating. A status change alone never refreshes the estimate.

Changing the Status

1. Open the Quoting tab.
2. Find the quote in the grid. Use the filters if the list is long: filter by customer, by status, or by sales order.
3. Open the quote in edit mode.
4. Choose the new value from the Status dropdown.
5. Click Save.

The change is stored on the quote record straight away. There is no approval workflow behind it, so treat the dropdown as a label you and your team keep honest.

What Each Status Means in Practice

How to Check It Worked

Reopen the quote, or look at the Status column in the grid. If the grid still shows the old value, click Refresh in the Quoting toolbar. A refresh rebuilds the list from the database and reapplies your current filter and sort, though it does lose the grid selection, so expect to reselect the row.

If you filter the grid by status, the quote should now appear under its new value and disappear from the old one. That is the quickest confirmation on a busy list.

Why Converted Is Different

Converted is not a label you apply to record a decision, it is a statement that a manufacturing order exists. The conversion action creates that order and sets the status in one step, which keeps the two in agreement.

Set it manually and two things break at once. First, no job appears on the schedule, so nothing gets planned, nothing consumes capacity, and the promised date you quoted has nothing standing behind it. Second, the real conversion is now blocked: it refuses with a message saying the quote is already marked as Converted, so the fix is to set the status back and then convert properly.

The recovery is quick, but the window between the wrong label and someone noticing is where a customer order goes unplanned. Reserve Converted for the conversion action.

A Quick Worked Example

A quote for 200 brackets is built and simulated on Monday, sitting at Draft. The salesperson emails it to the customer and sets the status to Submitted. On Wednesday the customer asks for a two-week-earlier date, so the planner re-runs the simulation with a scenario and the salesperson sets Under Review while the customer decides.

Friday the customer accepts. The salesperson sets Approved. That afternoon the planner runs the conversion, which creates the manufacturing order and sets the status to Converted on its own. The quote grid now shows a converted quote and the schedule shows a real job. Nobody typed Converted at any point.

A second quote for the same customer is declined the following week and gets Rejected. A third, priced in March, passes its expiry date without an answer and is marked Expired so it stops appearing in the live pipeline filter.

Common Mistakes

Setting Converted to mean "we won it." Use Approved for that. Converted means a job exists.

Assuming a status change re-prices or re-simulates. It does not. If the quote's estimate is stale after a routing change, re-simulate it deliberately.

Leaving everything at Draft. A pipeline where every quote is a draft tells you nothing, and the status filters on the grid become useless. The statuses are only worth having if the team moves them.

Forgetting Expired exists. Old quotes at Submitted look like live opportunities forever. Marking them Expired keeps the live list honest, and it pairs naturally with setting a quote expiry date.

Bulk-acting on a filter you have not checked. With no rows individually checked, a bulk action targets every filtered row. Read the count in the confirmation before committing, especially on a delete.

Next Steps

When the customer says yes, how to convert a quote into a manufacturing order is the next action, and how to copy a quote for a similar job saves rebuilding a near-identical one. For the full task library, see the EDGEBIC how-to hub, and for the platform overview, EDGEBIC.