Quote / Contract / Invoicing Module
The Quote / Lead stage help you identify a stage of your quote process when required. Example: Let's say that the stages of our sales and quote proces...
Fri, 1 Jun, 2018 at 11:36 AM
You can add or delete quote stages from Setup / System Values: Look for "Quote /Lead Stage". To add a new stage click on the &qu...
Fri, 1 Jun, 2018 at 11:40 AM
You can create an invoice from a quote or contract. When editing a quote look for the "Quote" button on the top menu or open the “Date, Times a...
Fri, 1 Jun, 2018 at 11:46 AM
It is in this section is where you will add products and/or services to your quote. You can add as many as you want. TIP: For more information o...
Fri, 1 Jun, 2018 at 11:51 AM
Once on the quote module click on “Product” button on the top menu or go directly to “Product / Service Information”. To add a product or service to yo...
Fri, 1 Jun, 2018 at 12:13 PM
If you want to add a promotion you must select a product and then selected one of the available promotions and/or discounts applicable. Discounts and promot...
Fri, 1 Jun, 2018 at 12:19 PM
In this section you can see: 1. Fees, discounts, and total amounts 2. Add a general discount on the quoted amount 3. Include taxes applicable to your pr...
Fri, 1 Jun, 2018 at 12:38 PM
Go to the Other Costs and Taxes section and select the general discount percentage you want to apply. TIP: If you want to add new discount valu...
Fri, 1 Jun, 2018 at 1:00 PM
You can assign different sales tax percentages to your quotes. You can add 2 different taxes, name them and set values. TIP: To customize the...
Fri, 1 Jun, 2018 at 12:29 PM
In this section you can: 1) Include general comments and internal notes 2) Select predefined clauses 3) Attached a document to the quote 4) Create a remin...
Fri, 1 Jun, 2018 at 12:57 PM