# How to manage "Pending" quotes efficiently

KB273

### System preference alerting about open quotes

Sometimes customers create proceed with orders, but a related quote could be overlooked. Consider using the Accounts Receivable System Preference called Alert user on sales order entry if customer has open quotes. With this system preference option turned on, a user creating a new sales order will be prompted if there are any open / Pending quotes for this customer. This could allow pending quotes to correctly be converted to and S/O (and recorded as Won) instead of sitting as pending and later shown as Lost.

Quotes converted to Sales Orders change status from Pending to Won automatically

### Use follow-up dates

Using the “Closing date” field as a follow-up date will help. Ensuring you always record and update suitable follow-up dates on each quote will make following up quotes more efficient.

### Using reports better

Customise your Sales Quote report (SA1228 or similar). Columns, filter, sorting etc to make the report more usable and efficient to suit your follow-up techniques and routines. If it helps, have multiple versions of the same report on your toolbar if different filters for different functions

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Last edit: 02/03/21