Related Articles
Updated - Internal Quote Requests
In this video, I demonstrate the new quote requests feature that we have implemented. I show how to manually create a quote request, including selecting an organization, adding a part from our library, specifying material, quantity, and eye-level ...
"Costs" Button Relocation
In this video, I will be discussing the latest build update, version 2023.20.5. I will show you the new location of the cost tab and explain how it has been moved from the upper right-hand corner to the summary tab below. This update will make it ...
Quote Detail
Setup > Quote Details The following options are available in quote Details. Default Term - Quote Terms Default Ship Via - Quote Ship Via Cost Model Number of Cost Digits - Number of digits for cost values. Shipping Cost Type - Default shipping ...
File Selection Options
In this video, I will introduce the latest build, 2023.20.5, which includes a new interface with two new options: File and Library. I will explain the Library option, where you can store your own dialog lines and their operations. Additionally, I ...
Image Files
In this video, I will show you how to import image files directly into our latest version, 2023.20.5. This new feature allows you to easily import jpegs or other image files by selecting the "File" option and then choosing "Select Files." I will ...