Products in quotes that are flagged as ‘Not Required’ are included in the quote letters produced. To prevent this, there is a setting to enable this functionality… Please contact IQ support team to enable this function When printing a quote with ...
How to View Quotes Board The quotes board is accessed under the ‘Quotes’ header under ‘View Quotes’: The ‘Quotes’ board displays all internal and customer generated quotes. Board Filters Customers A customer record can be selected to display only ...
Some quoted products are too complex to be created as a simplified product, for example if the product being ordered utilises advanced kinds or shapes. When quoting complex products that will be ordered multiple times, you can create one quote for ...