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Articles tagged "quotes" returned 6 results.

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Managing Quotes

Users can easily manage their sales Quotes from within Opportunities

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…

Financial Entities

Financial Entities are a solution that enable Gold-Vision to process data sets relating to multiple financial packages, i.e. Sage and Exchequer. Financial Entities can be accessed in the Settings area. To create a new Financial Entity use the New Icon.

Creating a Quick Quote

Create a Quick Quote from the New menu This is used in circumstances where the Quote needs to be generated quickly. A parent Opportunity is generated automatically by Gold-Vision so that further information can be added at a later time.

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 use the New Icon and select Quote

Discounts, Price Lists, Financial Entities

DiscountsDiscounts can be applied to individual products using the inline edit feature.