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Quotes status

Posted: Mon Sep 16, 2013 4:32 pm
by James C
Can additional status for quotes be added by ourselves?
Additional, we would like status of Nil Stock, Price to High, Customer Only Quoting, and Won Order.

Posted: Mon Sep 16, 2013 4:37 pm
by COBS Tech Support
In CAPITAL software the status is used to indicate if the quote is open (current) or closed or inactive.

To note the outcome click on Charges/Settings tab and specify the outcome in the Outcome field, i.e., "Nil Stock".

You can customise the default quote won/quote lost lists here also.