Offer master data #
Under Master data you will find the text and email templates that are used for sending offers. You can read more about the templates here: Text templates for notifications (emails)
Footers #
Store signatures that can then be used in the quote. A text can be saved above and below the signature.
Reason for offer #
Reasons for offer #
Here you can enter possible reasons for receiving an offer (selected in the basic data). In the standard version, the standard reasons are stored. These can be supplemented via this setting.
Offer status #
The status of the offers is stored here. 100% corresponds to always received and 0% corresponds to not received.
Calculation #
Booking periods #
List of booking periods for offer management.
Cost types Planned values #
Planned values for the calculation of quotations and orders.
Checklists #
Settings for checklists #
Checklists allow the user to query values. Checklists can be used in several objects. More about checklists: Create checklists