[Video] Adjust taxes within quote
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 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 ...
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. _________________________________________________________________ ...
Create and add master line items from within a quote
Click on the down arrow button next to "Add New Item" and click Add Masterlist Item In the popup window, check the box next to the items you want to add to the quote Click "Add to Quote" Add a Master Line Item through the Quote Once you have pulled ...
Quote: Booking & Feasibility Checks
This article will cover: Items checked within the Feasibility & Tools of a quote How to book a quote ACCESS QUOTE FEASIBILITY The quote feasibility captures pertinent information and potential issues at either a warning or critical level. To locate ...