Update Project Stage
Click into the project and the Project Stage dropdown
When selecting Closed- Won, Closed-Lost, or No Bid you will be prompted to select the won or lost bid
Mass update BOMs by selecting the respective checkbox and marking it as won, lost, or abandoned. Click Update to save. Note: the default document will be the latest version, click on the dropdown to select a different document version.
Mass Update BOM status
Click on Update Statuses in the Bill of Materials section
Select the respective checkboxes to update the Quote document status of each BOM and mass update. Note: You can also update the project stage on this screen
