Client Settings > Price Quote Settings
- Kye Hush
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.
The menu employee access allows you to set client specific default options when creating new price quotes.
ON THIS PAGE YOU WILL FIND: |
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PRICE QUOTE SETTINGS
Go to the resources module > resource default grid
Select the client > open the client card
Allows you to set client specific default options when creating new price quotes.
Click on the client settings tab > then select the price quote settings menu item
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. |
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 |
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 |
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