Approving Quotes Overview

In this lesson we will cover: – Sending a Quote for Approval – Quote Approval via the User Portal – Configuration Options for Quoting – Internal Quote Approvals – Creating a project off the back of a converted opportunity – Closing the quote and raising the order – Automatically create a Sales Order and Close […]

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. Here, a few […]

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 […]

Integrating Tech Data Reseller (Hardware data) with the Etilize Catalogue

In this guide we will cover: – Setting up the Tech Data Reseller Module – Connecting Tech Data with Etilize – Adding Etilize Items to Quotations Setting up the Tech Data Reseller Module Make sure to enable the respective integration module on the Configuration > Integrations page, the product catalog now has its own section […]

Creating Quotations

In this guide we will cover: – Raising a Quotation – Raising from an Opportunity – Raising Stand-Alone Quotations – Building the Quotation – Product Bundles – 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 […]

Etilize Integration

In this guide we will cover: – Setting up the Etilize Catalogue – Adding Etilize Items to Quotes/Sales Orders/Purchase Orders Setting up the Etilize Catalogue There are very few steps required to set up the Etilize integration – simply head to Configuration > Integrations > Etilize and enable the module. Fig 1. Etilize Module In […]

Integrating Ingram Micro Reseller (Hardware data) with the Etilize Catalogue

In this guide we will cover: – What is Ingram Micro Reseller?  – Connecting to Ingram Micro Reseller  – Adding Etilize/Ingram Items to Quotations – Import Quotes from Ingram Micro into Halo – Syncing Purchase Orders in Halo to Ingram – Receive Updates on Purchase Order Changes in Ingram Micro – Creating Notifications based on Purchase […]