• Contents

Quote Settings

Last updated 23/01/2021

How to configure the Quotes module to meet your business needs.

Finding the Settings Menu


To find the settings menu for Quotes:

  1. While logged in as an Administrator, select on your username in the top right and then select 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 request your Cin7 Onboarding specialist or Cin7 Support or to enable this on for you.

The stages can either be represented in the list page as a drop-down list, or a checkbox list. To toggle between each type of appearance, select the appropriate option from the Display drop-down.

To add additional stages:

  1. Select Add Group.
  2. Enter a Group Name.
  3. Scroll to the bottom of the screen and select 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 currently do anything.

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

Additional Search Fields

Select any of the additional fields shown 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.

 

Selecting Managers only will only reveal this field to those users that have been assigned Manager permissions to this module.

Bulk Update

Select additional fields you would like included in the Bulk Update Feature. See the Updating Quotes in Bulk Help article for additional information.

Bulk Email

Multiple Quotes can be emailed to your suppliers using the Bulk Email function.  See the Emailing Quotes in Bulk Help article for additional information.

To add a bulk email:

  1. Select 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. Select 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.