How to configure the Reminder Date colour

Added in Version 0.30 Overview In this article we’ll describe how to configure the Reminder Date colour. How to configure the Reminder Date colour Open the Main Menu and scroll down to CONFIGURE. Click Settings. In the Settings page, scroll down to Quote Settings. Click the Reminder Date colour picker Select a colour

How to disable the Convert to Quote function

Added in Version 0.30 Overview In this article we’ll describe how to disable the Convert to Quote function. How to disable the Convert to Quote function Open the Main Menu and scroll down to CONFIGURE. Click Settings. In the Settings page, scroll down to Quote Settings. Untick the Convert to Quote Enabled check box.

How to Configure Quote Link Expiry

Added in Version 0.29 Overview In this article we’ll explain how to setup Quote Link Expiry. How to configure Quote Link Expiry Open the Main Menu and scroll down to CONFIGURE. Click Settings. Click the Quote Expiry Message button. Input a message for the Customer to see when they try to accept an expired Read more…

How to Configure SAP Integration

Added in Version 0.29 Overview In this article we’ll explain how to setup SAP Integration. How to configure SAP Integration Open the Main Menu and scroll down to CONFIGURE. Click Settings. Scroll down to SAP Integration. Fill out the following fields: Default Lead Source – This lead source will be added to all SAP Read more…

How to Lock Markup %

Overview In this article we’ll explain how to lock the markup % in Products and the Product Worksheet. This means when the Sell Price is changed, the system will recalculate all Markup % columns that are not locked. How to lock the Markup % Open the Main Menu and scroll down to CONFIGURE. Read more…

How to Configure Offline Mode

Overview In this article we’ll explain how to configure Offline Mode. NOTE: By default all PV Systems and components are set to Available Offline. Global Settings Open the Main Menu and scroll down to CONFIGURE. Click Settings. Scroll down to Quote Settings. Select the Offline Thermal Systems. This will automatically select the hot water Read more…

Adding an Image to an Email Template

Overview This article will explain how to create a hosted Image and use it in an Email Template. Creating a hosted Image Open the Main Menu and scroll down to CONFIGURE. Click Images. Click New. Browse to the image you wish to use and click Open. Once the image has been loaded, click the pencil icon to Read more…

Sales Date Configuration

Overview The Sales Date on a Quote is populated when the Quote reaches a configured Status. Once the Sales Date is populated, it will not be automatically overridden. Configure the Quote Status Open the Main Menu and scroll down to CONFIGURE. Click Job Status. In the Job Status list, tick Convert to Sales on Read more…

How to Configure Sales KPI’s

Overview In this article we’ll explain how to setup sales KPI’s used in the Sales Dashboard. How to configure default Sales KPI’s Open the Main Menu and scroll down to CONFIGURE. Click Settings. Click the Set KPIs button. Set one or more of the following KPI’s for each Sales Category: Min. Conv. % – Read more…