Last updated 23/01/2021
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 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:
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 it from User Settings.
Select any of the additional fields shown 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.
Selecting Managers only will only reveal this field to those users that have been assigned Manager permissions to this module.
Select additional fields you would like included in the Bulk Update Feature. See the Updating Quotes in Bulk Help article for additional information.
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:
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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