quote_type
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quote_type [2021/09/06 10:41] – gareth | quote_type [2023/06/15 13:09] (current) – external edit 127.0.0.1 | ||
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===== Quote Type ===== | ===== Quote Type ===== | ||
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+ | The Quote Type Code is used on the [[Quote]] screen to categorize Quotes. | ||
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The Quote Type Code is used within the [[Quote| Quote Module]], as a way of categorising quotes into different areas, the quote type code can be used to specify if a quote is for a piece of machinery or for an entire job. | The Quote Type Code is used within the [[Quote| Quote Module]], as a way of categorising quotes into different areas, the quote type code can be used to specify if a quote is for a piece of machinery or for an entire job. | ||
- | '' | + | {{ : |
New Quote type codes can be added either by clicking the " | New Quote type codes can be added either by clicking the " | ||
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In the window that opens you fill out a Code, Description and pre-set text fields, there is also an option to what report a quote can show on. Once you have filled in the required code and description fields, you can save the new quote type by clicking the " | In the window that opens you fill out a Code, Description and pre-set text fields, there is also an option to what report a quote can show on. Once you have filled in the required code and description fields, you can save the new quote type by clicking the " | ||
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==== Appearances ==== | ==== Appearances ==== | ||
+ | * The Quote type code appears when viewing a quote within the quote section |
quote_type.1630924892.txt.gz · Last modified: by gareth