Help & articles

Understanding Expiry Dates

Expiry dates encourage timely decisions from customers. They maintain the relevance and accuracy of pricing and availability.

When a quote expires, it moves to the expired status. Expired quotes can be reopened and updated with a new expiry date.

Setting the Default Expiry

Navigate to Settings and select Account Details. The Quote expiry setting offers two modes:

• Set number of days: quotes expire a set number of days after they are created (e.g., 7, 14, or 30 days).
• On the order date: quotes stay open right up until the event, expiring at the end of the order date. This suits caterers who accept changes and confirmations up to the day of the event.

The default applies to new quotes only. Changing the mode or the number of days does not affect quotes that already exist.

Adjusting Expiry Date per Quote

When creating or editing a quote, locate the Auto-Expire date field on page 1 of the quote form.

Select a new date. The expiry date can be set to any date in the future. Save the quote.

Regardless of the mode, a quote never expires later than its order date. If you pick a later date, the system caps the expiry at the order date so quotes cannot outlive their event.

When your account is set to expire quotes on the order date, the Auto-Expire field follows the event date automatically as you pick it. Once you edit the Auto-Expire field yourself, your choice is kept.

Reopening Expired Quotes

Expired quotes can be reopened. Open the expired quote and click Restore.

Edit the quote and update the expiry date to a new date. Save the quote. The quote returns to pending status.

Managing Expiring Quotes

Review pending quotes approaching their expiry dates. Follow up with customers to encourage timely decisions.

The orders list displays the expiry date for each pending quote. Filter by status to view pending quotes.