Related Articles
Quote Status
ClaricoQUOTE has two types of status options assigned to quotes, "Status" and "QuoteStatus". Each are defined below. Status Property : Status Type: enum Entered = 0 RequiresApproval = 2 ApprovalRequested = 4 Completed = 5 Sent = 30 NeedsAttention = ...
Quote Integration Status
Quote integration status allows for syncing between ClaricoQUOTE and ERP system. ClaricoQUOTE provides several quote status options giving users the ability to customize syncing to best suit their quoting process. See below for available status ...
Clarico Systems Build Notes – Build 2025.5.6
Release Date: June 3, 2025 Reporting Enhancements Material and Operation Sorting: Implemented ability to sort materials and operations in reports based on the form that the line item is on New Report Fields: Added new fields in the reporting engine ...
Standard Die/Shapes-Selecting a Customer
Click to View-Selecting an Organization Kevin asks how to create, change, or choose an organization for the quote. Brad demonstrates how to search for and select an existing organization, as well as how to add or update contact, billing, and shipping ...
ClaricoQUOTE API Guide
ClaricoQUOTE API Guide The ClaricoQUOTE API allows for our quoting platform to communicate with other third-party systems like an ERP or CRM. Introduction The integration between ClaricoQUOTE and ERP or CRM systems varies from product to product, but ...