Create and add master line items from within a quote
Related Articles
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 ...
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. ...
Create a Trip Related Invoice
From within the trip, bottom right-hand side, click "Add New". 2. Enter the applicable information in the pop-up window and click "Create". The draft and open status can be used to define internal process. It will be visible in the invoice search ...