Quotes often get cleaned up mid-stream. A common case is deleting all quote lines after a customer changes direction, then noticing the quote header still shows as open. Leaving those quotes open can clutter your pipeline and make it harder for your team to trust quote status reporting.

In Cetec ERP, you can close a quote either by updating the quote header status or by using Quoting Tools+ to reconcile and close. Both approaches get the quote out of an open state so your quoting activity reflects what is actually active.

Method 1: Close the Quote from the Quote Header

If the quote is ready to be closed and you do not need any extra reconciliation step, you can update the status directly on the quote header.

• Open the quote and locate the quote header.
• Click the pencil icon to edit the header.
• In the Status field, use the dropdown to select Closed.
• Submit the change to update the quote status.

Method 2: Reconcile and Close from Quoting Tools+

You can also close the quote from the quote’s left-hand navigation menu using Quoting Tools+. This path takes you to a reconcile page, then closes the quote as part of that flow.

• Open the quote and select Quoting Tools+ in the left-hand navigation.
• Choose Close Quote from the available options.
• On the reconcile page, select Reconcile Lines and Close Quote.

How to Decide Which Method to Use

If you just need to mark the quote as closed, updating the quote header status is the fastest route. If your process calls for reviewing and reconciling the quote as part of closure, use Quoting Tools+ so the close action happens from the reconcile flow.

Key Takeaways

• Closing quotes keeps your quote pipeline and status reporting accurate.
• You can close a quote by editing the quote header status to Closed.
• You can also close a quote through Quoting Tools+ by selecting Reconcile Lines and Close Quote.
• Use the header status change for a quick close, and use the reconcile flow when your process needs that step.

Conclusion

When a quote no longer represents active work, closing it is a small step that keeps your team’s quoting records clean. Whether you close from the quote header or from Quoting Tools+, the outcome is the same: the quote status accurately reflects where it stands.