1. How To ..... for Quote Defaults
1.1. Setup the Quote Defaults Module

Enter the SQLSYSSETTING.EXE (within the ManEx root directory)
This action will then prompt the user for a password

The following screen will be displayed, enter the Sales/Quote Defaults Module

 

The following screen will be displayed:

To Add a Customer Quote Default, depress the Add button. Enter your password. Type in the desired description for Other or Miscellaneous descriptions to be used in the Customer Quote module.

To Edit a Customer Quote Default, depress the Edit button.  Highlight the description to be changed.  Type in the desired changes.

To Delete a Customer Quote Default, depress the Delete button  .Highlight the description to be deleted.

The user must Save or Abandon changes after modifying the screen.

Where Used:In the Customer Quote module.
 
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