Quotations and Sales Orders
By Nick and 2 others3 authors18 articles
- Setting a quote as Dominant
- Understanding Approval Rules
- Understanding spend commitment
- Adding notes to quotation, sales order and invoice line items
- Overriding a product or service name on a quotation or sales order
- Changing the supplier when adding a product to a quote or sales order
- Linking opportunity assets to quotation items
- Outputting variable discounts & subsidies on a quotation
- Duplicating a quote
- Linking opportunity assets to quotation items with quotation Data Capture
- Creating a custom service in a quotation
- Tracking Sales Orders with Days in Progress
- Customer Direct Debit set-up during quotation sign
- Locking quotations from Approval Manager
- Guide to Using Dynamic Values in Your Quotations and Sales Orders
- How to Add/Edit items to a Sales Order
- Prevent users from producing a quote after it's been won
- Adding approval rules related to leases