Intended Audience printIQ users who are confident with quick quote/simplified product setup. Purpose To explain common errors with filter quick quote/simplified. Content This resource covers common errors with Simplified Sessions that are Type: ...
Introduction Manage Simplified Sessions – Creating & Editing Simplified Sessions ‘Simplified’ products are predefined products that you create where you can offer ‘non-estimators’ access to quote. This included internal sales staff and even ...
Customer users cannot select the cartons to be used to dispatch the orders, leaving it to the system to determine. While in most cases this works well, some simplified products may have specific packaging requirements that are not automatically ...
View Quotes Board The Quotes Board is accessed through ‘Quoting’ header under ‘View Quotes’: The ‘Quotes’ board displays all quotes in the system according to options and filters selected: Board Filters Customers A customer record can be selected to ...