Once you have created a client record in the system, it is important that you continue to the client card to complete the set-up with additional client settings.
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FIELD | DESCRIPTION |
Use fixed debtor address as PQ receiver address, otherwise use client address | If client address and debtor address are different, select which should appear on price quotes |
Price quote lines (checkboxes):
| Allow editing of hourly rates on price quote lines: It is recommended to uncheck this box to lock editing of the hourly rate on price quotes You can also set these at a company level to default for all new clients. Go to settings > company settings > basic company settings > open company card > price quote settings > uncheck/check OR Settings > company settings > price quote defaults > uncheck the column with clock icon
System variable 659 ‘show resources in activity lines’ must be enabled for this function to work.
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Default VAT/GST rate on price quote | Overwrites the standard GST/VAT rate on new price quotes. Company variable 24 ‘Get VAT settings from client or debtor’ must be set to ‘0 – Client’ for this to function to work |
Price quote is required when changing job status to ‘In progress’ | The system will default according to the configurations selected in system variables 551 and 617. |
Price quote template | If you would like to copy the title, introductory text and comments to every new price quote from an existing price quote, simply enter the ID number in this field. The ID number, i.e. ‘46’, can be found on the bottom left corner of the price quote, or in the dropdown at the top of the page |
Standard texts | Enter text that you would like to default on to new price quotes:
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Default price quote attachments | Allows you to merge a PDF file to a specific price quote at the point of printing. Files must be uploaded in settings > folders, reports & documents > report attachments All attachments will be available to select in the price quote print settings (whether added as a default or not, across all companies and clients). |
Allow PQ amount exceed the total Client Order (PO) amount | A red warning bar will appear when the project value exceeds the PO amount entered here |
Copy print settings to new price quotes:
| Select the default print settings for new price quotes These can still be updated on individual price quotes |
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