Daniel
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Recent activity by Daniel-
Appliance Images settings
These options alter the layout of appliance image sheets which you can print out to show product details, image and specification. You can show or hide the product code, specification and price and...
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Invoice Layout settings
These options change the printed invoice layout and change settings for invoicing from delivery notes and enabling different types of credit notes. Fitting Options (on invoices) Additional Layout O...
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Delivery Note Layout settings
The settings below change delivery note settings and the printed delivery note layout. You can prevent over deliveries and negative deliveries and change how the book out products screen looks. C...
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Acknowledgement Layout settings
These settings change the printed acknowledgement layout such as product groups, pricing and signature line. Fitting Options (on acknowledgement) Additional Layout Options Product Group Settings (o...
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Quotation Layout settings
These settings change the printed quotation document like hiding the product code or combining sub-items as well as quote screen behaviour such as quotation groups. Note any document templates you ...
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General Layout Product Grouping settings
Here you can change the type and category combinations used to present product information. You can re-classify types/categories into a different quotation groups so they follow the presentation ru...
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General Layout settings
Settings here change document layouts like showing company logo, change the header to fit business letterhead, removing the manufacturer's name from products and when to print images. Click: Syst...
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Document Titles settings
Document titles allow you to alter the names of printed documents. For example EQ labels documents as Quotation, and an Acknowledgment but you can type over these names to replace them. E.g. you ca...
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Toolbar settings
These settings let you change the behaviour of left and right clicks for the New button when starting new quotes and new orders. You can also disable toolbar customise options for all users. Clic...
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System Locks settings
System Locks apply restrictions to working with a quote once it has been accepted, and when orders can be archived. Click: System Config > System > System Locks Tick the box to enable the foll...