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To create an option for a trip, create a quotation or open an already existing one and select the Operational tab.
Save the quotation.
Create an option for a trip
A quotation including an option shows in the Agenda and the Schedulers. You can also manage its hire duties (vehicle, driver, and assistant) in the same way as a booking.
At any time, if an option expires and the quotation has not yet been confirmed or canceled, a notification will appear in your due date center.
At any time, if an option expires and the quotation has not yet been confirmed or canceled, a notification will appear in your due date center.
Click on the Road icon in the main menu and select Quotations.
To create an option for a trip, create a quotation or open an already existing one and select the Operational tab.
Select the Option tick and fill in the Expiring field specifying a date preceding the departure date.
Save the quotation.