Is it possible to have save the Description and Notes sections of the Sales Quotes so we do not have to fill that up every time. Like payment types, and production period.
I want to add a sentence like,
‘‘Please find the prices of your desired products below. Prices are given as FOB and calculated as 50% cash in advance and 50% at time of shipment. This offer is valid for 15 days. Production time is 21 working days after advance payment.’’
to Description area and also sth like this at notes area. It will be great if you can add this to the next update. Thank you,
Berke
Notes field already has this option.
Description cannot be the same for all quotes and for all customers in most cases. It is like the subject of the quote, for example, Quote for XYZ. So there is no option to set a default.
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I see you can set as default for notes, thanks.
Also we can not add columns to this section i guess. For example, I need to have;
Products / Specs / Fabric (Other) / Quantity / Price columns.
This can be great also, ty,
if you are new user please read the guides section first.
https://www.manager.io/guides/
read the Custom fields section in the guides.
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Allrigt i did that also ty very much, but the custom field i put is not after description but under notes? how can i fix that?
Create the custom field under Sales Quote - Line
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it is a single line text allready, i tried positions also
yes the custom field for line items are single line. but all fields in Manager accept html codes. So if you want to add a line break, insert the html tag <br> wherever necessary.
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