Quotes status
  • James C
    Quotes status

    by James C » Mon Sep 16, 2013 4:32 pm

    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.
  • COBS Tech Support
    Posts:683
    Joined:Fri Sep 09, 2005 8:23 am

    by COBS Tech Support » Mon Sep 16, 2013 4:37 pm

    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.

Who is online

Users browsing this forum: No registered users and 9 guests