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Articles tagged "quotes" returned 44 results.
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Managing Quotes
Users can easily manage their sales Quotes from within Opportunities Close modal Primary Quote Actions Adding Products To Quotes Close modal Add Notes to a Quote Notes can be...
Creating a Quote
Users can setup one or more quotes within an Opportunity. Gold-Vision Quotes are full multi-currency, and are consolidated at the Opportunity in base currency. Create a Quote From the Opportunity...
Sales and Forecast Lists
...data that is currently held in multiple different areas of the system: Opportunities with and without Quotes, Quotes themselves and confirmed Seminar Bookings. Close modal Sales Lists Shows a...
Exchequer Integration Overview
...jobs, or create new Exchequer customers, suppliers, quotes, sales orders, and invoices with ease right from Gold-Vision accounts, quotes, or bookings. Intelligent automations Automatically import transaction histories, synchronise exchange rates...
Configure QuickBooks Online integration
...Alert choose the Alert Condition then set the Alert Action for both Accounts and Quotes Modules and click Save. Click here to find out more about how to set up...
Creating a Quick Quote
...be added at a later time. Close modal Info You can Add items, Edit and Delete the Quote as other Quotes. Tip Use Reference Numbering to uniquely number your Quotes....
Using the QuickBooks Online integration
...Quote to QuickBooks Online as an Invoice Based on the configuration alerts setup for your Gold-Vision system, Quotes will be pushed to QuickBooks Online Invoices In the example below the...
Set up your annual reporting
...sales charts: Setting up Sales Charts Info To capture product sales detail you will need to be using Quotes and Products in Gold-Vision. Use our Creating Quotes help. Tip...
Microsoft Dynamics NAV Integration Overview
Close modal With the Dynamics Nav integration, you can synchronise your customers, products, and quotes with Gold-Vision. Your accounts’ key financial information, such as quote, sales order, credit memo and...
Updates
...Quotes from a custom menu The Contacts sub list now retains the correct field labels Drop option and numerical fields in a list can show the Stats based on the...
