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 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 shows […]

The Ready For Purchasing Area

In this guide we will cover: – Ready For Purchasing Area – Creating Purchase Orders from Ready For Purchasing – Creating Sales Order with No Supplier Set Sales Order lines ready to be created into Purchase Orders, will now appear in a separate area of the Quotes & Orders menu, and you will be able […]

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". […]

Sales Orders

In this guide we will cover: – Creating Sales Orders – Processing Sales Orders – Editing Sales Orders – Email Template for Sales Orders – Sales Order Notifications – Line Completions – Sending Order Updates to Users  Admin Guides: Items and Stock Control Sales Orders Quotations After a quote has been accepted the next stage […]

Creating a Project From a Sales Order

In this guide we will cover: – Applying templates to products – Adding additional sales order lines to a project – Adding milestones to projects – Adding budgets to projects – Linking Purchase orders to Projects In this example, we will look at how Projects can be raised directly from Sales Orders. The mechanism behind […]

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 – Adding Approval Signatures Admin Guides: Quotations PDF Templates  Related Guides: Creating Quotations Custom Fields  You can customise and change PDF Templates […]

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 […]

Purchase Orders

In this guide we will cover: – Ordering Items from a Sales Order – Purchase Order Screen and Options – Purchase Order Approvals – Sending The Purchase Order – Purchase Order Statuses and System Uses – Confirmation of the Supplier Receiving the Purchase Order – Adding SKUs to purchase orders  Admin Guides: Purchase Orders Billing General […]