Last updated 03/10/2017
To find the settings menu for Quotes:
Stages are useful for filtering specific types of quotes. To apply Stages to a quote you will need to ask the Support or Onboarding team to switch this on for you.
The stages can either be represented in the list page as a dropdown box, or a checkbox List. To toggle between each type of appearance, select the appropriate option from the Display dropdown.
To add additional stages:
User Access controls who can view the Quotes within the module.
If you'd like to remove access to the entire module, you can disable the whole module from the User Settings.
Tick any of the additional fields shown here to add additional search boxes to the Quote List Page.
You can add additional columns to the Quote List page for the fields listed here. This will allow you to add extra information to the list should you need it.
Ticking Managers only will only reveal this field to those users that have been assigned manager permissions to this module.
Tick additional fields you would like included in the Bulk Update Feature. This function is explained in the article Updating Quotes in Bulk.
Multiple Quotes can be emailed to your suppliers using the Bulk Email function, explained in our article Emailing Quotes in Bulk.
To add a bulk email:
If you have added integrations with sales channels, you can choose to update these channels with stock numbers and order statuses for them every time you enter the review screen for a Quote.
This may be useful if you have received stock - and you wish to update your eCommerce platform with the most recent stock numbers.
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