Create and add master line items from within a quote
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Customization of Master Line Items
The Master Line Items settings allow an operation to build their standard charges and create automation as quotes are being built. To build a master line item, go to My Company > Global Settings > Quotes > Master Line Items. There are various ...
Create and Modifying a Quote
This article shows how to: create a quote from the quote search page, the aircraft schedule, the schedule board, and directly from an account or lead record. modifications that can be made to a quote record CREATE QUOTES Create from Quote Search Page ...
Quote Settings
A quote is made up of several items, such as line items, terms and notes. In this section of the Global Settings, the user is able to customize various items that relate to quotes. GENERIC PROFILES Generic profiles are used when providing ...
[Video] Adjust taxes within quote
The standard FET and Passenger Segment Tax is setup on a global level. In My Company > Global Settings > General and Taxes. Any additional tax fees should be setup in My Company > Global Settings > Quotes > Master Line Items. This video covers how to ...
Setup Quote Pricing (Contracts)
Setup multiple rates (contracts) on the aircraft profiles and/or the account records. Each contract created on the aircraft profile can encompass owner payback details, which drives the profit percentage in the profit analysis within the quote. ...