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Quote Settings

Last updated 03/10/2017

The Quotes module can be configured to suit your business needs. This article explains what changes are possible.

Finding the Settings Menu

To find the settings menu for Quotes:

  1. Whilst logged in as an Administrator click on your username, top right, then click Settings.
  2. From the Sales menu, select Quotes Settings.

Settings

Stages

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:

  1. Click Add Group.
  2. Enter a Group Name.
  3. Scroll to the bottom of the screen and click Save.
User Access

User Access controls who can view the Quotes within the module.

  • Yes - All users can see all orders.
  • View Only If Selected As Created, Processed or Sales Rep - Users can only view the order if they created it, Processed it, or are assigned as the Sales Rep.
  • Yes - Show Users To Filter - 'Show Users to Filter' does not do anything at this stage.

If you'd like to remove access to the entire module, you can disable the whole module from the User Settings.

 

Additional Search Fields

Tick any of the additional fields shown here to add additional search boxes to the Quote List Page.

Show Additional Columns in the List

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.

Bulk Update

Tick additional fields you would like included in the Bulk Update Feature. This function is explained in the article Updating Quotes in Bulk.

Bulk Email

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:

  1. Click Add Email.
  2. Three fields will appear: in the first select the Email template to be used for the bulk email.
  3. Select a Default 'From' Email address if the email is to always be sent from the same user.
  4. Select a Default 'To' Email address if the email is to always be sent to the same person.
  5. Click Save at the bottom of the page to confirm the changes.
Update Channel Upon Entering Review

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.