Click: Tools > Customise > Quotations & Pricing > Configuration
Here you can set further options to change the way quotes are put together. These settings do not change the printed quotations.
Suppress Users product comments
Tick to disable product comments appearing when adding a product to a quote.
Comments are a useful way to give staff additional information about specific products. 1.Click Catalogues to view all catalogues loaded 2.Click Search on the top toolbar and locate a product 3.Make sure you are clicked onto the product and it's price in the top right box and then click Comments 4.Type your notes into this box. They will appear as you add a product to a quote/order. |
Allow the product description to be altered
Enable this option so that you can right-click on a product description on the quote to make changes. Changes can either be permanent or just once.
Allow the fitting list descriptions to be changed within a quotation
Enable this option so that you can edit the description of fitting list items.
Click here to see how to setup fitting.
Show classifications when saving a new quotation
Tick to show the classifications of each quote when clicking save. This is useful as a reminder to set classifications such as salesman and source of lead.
Must specify customer on a Quick Quote
Tick to ensure that a quick quote cannot be saved until a customer has been selected, therefore your quote will save into that customer's record.
Disable 'New' quote/order option on the main toolbar
By ticking this option the 'New' button on the top toolbar will disappear. This will force users to begin new quotes from the customer screen instead, which always ensure a customer name is specified.
Show range heading options against each option
When ticked this adds a new column to the quotation screen which shows the furniture range heading name against each product. The column can be then used to quickly change range of the selected product. Without this option, you would see the range heading in brackets next to the product description and change the range with a right-click option instead.
Quotation Filters
Quotation filters display at the bottom of the quotation screen as per the screenshot below. Filtering shows only the products in your matching filter, and you can combine filters. Tick which filters you would like to show from the list.
Product Code
Product Type/Category
Quotation Group
Phase
Catalogue
Supplier
Heading
Filters appear at the bottom of the quote/order screen like this:
Once a filter is selected, click the tick icon to apply it.
Once applied, the screen will show only the matching products.
Click the delete icon to clear the filters and return to showing all of the products
Click the copy icon to duplicate the products in the current filter. The newly duplicated products will be added to the bottom of the quote/order
Additional Quotation Columns
You can show 10 additional columns on the quotaiton screen to capture and store any extra product related information you need. Enable rows 1 to 10 with the following options:
Caption |
Enter the name of the column |
Show |
Tick to enable the column |
Width |
Set the column width in pixels. E.g. 30 would be fine for a couple of characters to fit. 99 would fit a medium size word. |
Link |
You can link this prompt to the 10 catalogue product user defined fields. Enter the number of the user field here. |
Update |
Tick so that anything entered in the column on the quotation will go back to the user defined field and update it |
Inherit |
Tick so that as you add each product to the quote, it will inherit the value for this column from the product immediately above |
Filter |
Tick to enable this field as a filter which will show across the bottom of the quotation screen (in addition to those 7 listed above) |
Copy |
Tick to enable a right-click option so that on the quotation screen you can enter it against 1 product, right-click and copy to all products |
Sub-item |
Tick to show as a sub-item |
Freecodes
These options relate to freecode products, which are those that you can freely type into on the quote/order screen.
Disable
Ticking will prevent users from being able to right-click the Add Product button and enter any freecode products
Compulsory Code
Tick to ensure that freecode products must always have a product code set
Compulsory Description
Tick to ensure that freecode products must always have a product description set
Compulsory Cost Price
Tick to ensure that freecode products must always have a cost price set
Compulsory Selling Price
Tick to ensure that freecode products must always have a selling price set