Quote Maintenance
A new Quote Maintenance screen has been designed and added to the system. This works in much the same way as any other Maintenance screens. Users can search for any Continue ReadingQuote Maintenance
Category Archives: Software Release Notes
Mail Order Quote Maintenance
The Mail Order Quote Maintenance screen has been removed. It has been replaced with a new Quote Maintenance screen under the Quotes heading.
Quote Maintenance – Invoicing
The Invoice Quote Maintenance screen has been removed. It has been replaced with a new Quote Maintenance screen under the Quotes heading.
Quote Templates
Users now have the ability to create Quote ‘Templates’. These can be recreated multiple times, for example, wanting to create mostly the same quote with a few differences for each Continue ReadingQuote Templates
Quote Completion
Upon completion of a Quote from any Front End System, a new Quote Completion screen will appear. A Quote can be completed as a standard quote or as a template Continue ReadingQuote Completion
Raise a Quote
A New Menu Item called Raise a Quote has been added to the menu to make raising quotes easier. This is now the recommended method for raising a quote. Users Continue ReadingRaise a Quote
Raise a Point of Sale Quote
The menu item Raise a Point of Sale Quote has been added to the system. This will launch the Point of Sale front end and will complete as a quote.
Raise a Mail Order Quote
The menu item Raise a Quote in the Mail Order system has been renamed to Raise a Mail Order Quote. This will launch the Mail Order front end and will Continue ReadingRaise a Mail Order Quote
Raise an Invoice Quote
The menu item Raise a Quote in the Invoicing system has been renamed to Raise an Invoice Quote. This will launch the Invoicing front end and will complete the sale Continue ReadingRaise an Invoice Quote
Quote System Configuration
A new menu item called Quotes Configuration has been added. This will allow users to set how long after a quote is raised it needs to be followed up on Continue ReadingQuote System Configuration