[Pre 3.3] Quote and Invoice Management Settings
Changing Quote and Invoice Management Settings
From the main screen of Retailer, click on Stock Maintenance -> Quote and Invoice Management. Click on Setup.
- Default Delivery Date is # days from Created Date – Lets you set the default number of days between the creation date of the quote to the delivery date. (This can be manually changed on a quote-by-quote basis regardless of the default setting.)
- Show items on Invoice where QTY supplied = 0 – Lets you show or hide items from the quote that have a 0 supply Qty. They will show with a $0 charge.
- Allow Unit Prices to be Edited – Allows you edit the unit price on quotes after they are created without having to edit the whole quote.
- Enable Automatic Order Qty Default Order Qty # - Lets you set a default quantity of stock items added to the quote.
- Show Due Date on Invoices – Show the due date on an invoice once it is created.
- After making changes to the settings, click on Save.
Changing the Columns shown in Quote and Invoice Management
This will not change what is shown on the quote or invoice.
- Click on the dotted box in the top left of the Stock Items grid.
- Tick or untick which columns you wish to see on the screen to show or hide them.
Setting to make the quantity supplied on quote/invoice equal to quantity ordered (not check the current quantity on hand)
- From the main screen of Retailer and click Setup at the top.
- Click into the Customer tab.
- Tick the box marked Always set the QTY supplied to be equal to the QTY ordered regardless of QOH.
- Click Save at the bottom.
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