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 ...
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 ...
You can use settings to show a customer description in a Simplified sessions modular filter Case Study: Customer A wants to customise their stock names to fit their needs. They have a descriptive name they use internally but they want their customers ...
Flat Sheet Pricing plus extras – CSV pricing. Using this method, you can upload ‘catalogue’ pricing into IQ using a combination of flat sheet pricing (base item ‘CSV’ uploads) and optional extras using job operations. NOTE: This option is ...
For Simplified quoting, we now have three layout options available for you to choose from. These options are available for both internal and customer users. These options are: Simple Tabbed Accordion By default, all users will see the Simple ...