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Quotation Preferences

C
Written by Chris Curd
Updated over 3 months ago

Our Logo for Quotations

Allows users to configure a company logo to be displayed on quotation documents.

Advice Note Only Option

Enables an option for quotations to be marked as 'Advice Note Only' without generating a formal order.

Show Order Number

Displays the order number on quotation documents for easy tracking.

Show On Hire Date

Includes the 'On Hire' date in quotations, useful for tracking rental or service start dates.

Site Contact is Mandatory

Requires users to enter a site contact when generating a quotation.

On Requirements Lines Use

Users can configure whether requirements lines on the quotation should include:

  • Assets only

  • Asset Categories only

  • Both

We Supply Operators

Indicates whether the company provides operators along with equipment rentals.

Default 'Per Week, Per Day, Per Fortnight, etc.'

Sets default time-based charge units for quotations.

Set Charge is Total or Each Item

Configures whether charges apply to the total order or per individual item.

Enter Notes on Requirements Lines

Allows users to add specific notes on each requirement line in a quotation.

Show Plant No on Requirements Lines

Includes the plant number in requirements lines for better tracking.

Enter Notes on Attachments Lines

Enables users to enter notes specific attachments.

Show Overtime Rates

Displays overtime rates in the quotation where applicable.

Central Email Addresses

Allows configuring central email addresses for sending quotations and related correspondence.

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