Standard Die/Shapes-Selecting a Customer
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
information for the organization.
Related Articles
Standard Die/Shapes- Full Standard Shape Supplemental Training
Please click to see full video @0:00 - Brad Stropes some supplemental training that we've developed for our customers to help guide you all when we're not available or before or after our typical training sessions. Through this process, we'll be ...
Standard Die/Shapes-Changing the Quote Number
Hold Shift & 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, ...
Standard Die/Shapes-Quote Completion & Sending Reports
Hold Shift & Click to View-Finishing and Sending the Quote When the quote is complete, Brad shows how to finish the quote and access the summary page. He also demonstrates the options for sending the quote to the customer, either directly from the ...
Standard Die/Shapes-Configuring the Layout and Nesting
Hold Shift & Click to View-Configuring the Layout and Nesting Brad walks through the process of configuring the layout, including setting the sheet size, adjusting the grid layout, and working with grain constraints. He also demonstrates how to add ...
Standard Die/Shapes-Price breaks
Hold Shift & Click to View-Defining Price Breaks Kevin asks about adding price breaks. Brad explains the two main options - inline price breaks and line item price breaks - and shows how to set up quantity-based price tiers.