Specifying Decimal Format in PDFs
In this guide we will cover: – Setting a Default Decimal Separator – Editing the Default on a PDF Template Note: This is a useful feature for our EU customers following EN16931 validation that requires ".", but may have conflicting regulations in their home country, i.e. DIN5008 in Germany. Setting a Default Decimal Separator In […]
How to add Images to Quotations
In this guide we will cover: – Changing the Product Icon – Adding an Image against a Product – Setting up the Quote Template to Show Product Images Changing the Product Icon To change the image that appears next to the item's name, select the icon next to the name. Now you will be prompted to […]
Quote Approved Workflow Automation
In this guide we will cover: – Setting the Quotation Automations on a Workflow – Use on a Ticket Associated Admin Guides: Quotations Workflows Related Guides: Modifying and Adding Workflows Setting the Quotation Automations on a Workflow In Configuration > Tickets > Workflows, choose the workflow you wish to add the automations to. Fig 1 […]
Internal Quote Approvals
In this guide we will cover: – Enabling Agent Quote Approvals – Approval Configuration – Determining which Agents can Approve Quotes – Simple Quote Approvals – Using Opportunity/Ticket Approvals Admin Guides: Approval Processes Quotations Enabling Agent Quote Approvals In Configuration > Quotations, enable "Allow Quotations to be approved before being sent or Sales Orders created". […]
Quotation PDFs
In this guide we will cover: – Customising with HTML – Customising without HTML – Adding Columns to the Quote Table – Setting a Default PDF Template for Quotes – Formal Proposal Template Associated Admin Guides: Quotations PDF Templates Related Guides: Creating Quotations Custom Fields You can customise and change PDF Templates in Configuration > […]
Navigating the Quotes and Orders module
In this guide we will cover: – Different sections of the 'Quotes and Orders' module – How to filter and sort results The Quotes and Orders module can be used for: Raising quotes/orders. Viewing open quotes/orders. Different sections of the 'Quotes and Orders' module The quotes and orders module is split into four sections and […]
Ad-Hoc Items on Quotes and Orders
In this guide we will cover: – Adding Ad-hoc Products – Receiving Stock of Generic Products Adding Ad-hoc Products When Creating Quotes and Orders, you can add an Ad-Hoc Product. This feature allows you to specify the product description for each line added. In the below example (Fig 1) I have clicked the button "Add […]
Approving Quotes Overview
In this lesson we will cover: – Sending a Quote for Approval – Quote Approval via the User Portal – Portal Authentication – Email Template – Configuration Options for Quoting – Internal Quote Approvals – Approving Quotes via Email – Progressing the Workflow on a Ticket when the Quote is Won – Creating a project […]
Quotation Status
In this guide we will cover: – Changing Quotation Statuses – System Uses on Statuses – Making Quotes not able to be edited Changing Quotation Statuses You can change Quotation Statuses in Configuration > Advanced Settings > Lookup Codes > *The entity to choose is "Quote Status" *: Fig 1. Quotation Statuses System Uses on […]
Tax Rules
In this guide we will cover: – How to configure tax rules. – What can be filtered with. You can now configure tax rules to update the tax on Products, Product Bundles, etc. This will be useful for our US customers, due to the complex nature of applying tax on different items and how location […]
