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Articles tagged "productsettings" returned 3 results.

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Tax Codes

Tax Codes can be managed in the Settings area. New Tax Codes can be set up by selecting the New Icon.

Product Settings

Lock closed Opportunities for non-admin. Yes – when accessing a closed opportunity, only administrators will be presented with an Open menu option, allowing further editing. The purpose of this is to ensure that historical sales information may be protected – especially if commissions are involved. Allow list price changes for non-admin Yes – This allows…

Managing Quote Products

Once a quote has been created users can add products to the quote. Below are the different ways on how products can be added: