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 […]

Viewing Quotes

In this guide we will cover: – Turning on the Modules – Adding The Menu Button – Accepting or Rejecting a Quote – Adding a Video To a Quote – Adding $QUOTECANNEDVARIABLE to the PDF Template – User Authentication – User Access (v2.186.1+) Admin Guides:  Quotations Self Service Portal Quotations are the start of sales […]

Creating Quotations

In this guide we will cover: – Raising a Quotation – Raising from an Opportunity – Raising Stand-Alone Quotations – Building the Quotation – Product Bundles/Groups – Editing the Quotation – Etilize Integration – Sending the Quotation Associated Admin Guide: Quotations Raising a Quotation Quotations can either be raised as a stand-alone Quotation or as […]