Quotes
An enquiry can carry several quotes. The leading one is the newest that has not been superseded, and it is worked out when you read it rather than stored anywhere — so it cannot go stale and cannot disagree with the forecast.
How it works
- 01
Quote against the decision, not the person
A quote belongs to one enquiry. The same person can be quoted for two different cars at once without either number contaminating the other.
- 02
Revise by superseding
A revised quote supersedes the previous one; it never edits it. The number you gave in March is still the number you gave in March, and you can still see it.
- 03
The leading quote is derived
Nothing marks a quote as “the current one”. It is simply the highest version that nothing has superseded, computed on read — which is why there is never a second, stale answer.
- 04
The forecast reads the leading quote
Value comes from here and nowhere else, so the board and the forecast are always reading the same rows.
Worth knowing
Trade-ins are netted against the quote rather than folded into it. Offer, settlement and net stay separate because the customer will want to see all three.
A lost enquiry keeps its quotes. What you offered and what they declined is the most useful thing you have when they come back.