How to enable quote deposit payment process Go to the Settings section.Scroll down & select Quote Settings.Then go to the Options tab in the Quote Settings. Turn on Enable quote deposit payment process & click save. https://imgur.com/a/0IR2QY4 Here's how it works Using this feature Customers will be able to accept their quotes, make deposit payments & confirm their appo...
Add a new supplier
- Go to Field resources section in the main menu navigation.
- Click on the burger icon in top right & select Add supplier.
- Then fill the required fields.
- Click the save button to save your changes.
Send a supplier sheet
- Open a quote you want to send a supplier sheet.
- Scroll down & click on the Supplier sheet button at the bottom.
- Then select a supplier from the drop-down & make your changes.
- Click on the Send supplier sheet button to send your supplier sheet.