General
Activity
- Summary Boards with Custom Views (Reports)
- QuickLook Panel – Shortcuts
- Create a New Quote
- Quote Details, Tags, GST & Currency
- Add items to a quote
- Products Catalogue
- Product Info
- $ Add Pricing to Quotes
- Product Icon Definitions
- Services with different margins (eg Setup, Freight)
- Including a Quote Total
- Compose – AI Generated Quote Intro
- Sending Quotes
- Compose – AI Generated Email Intro
- Quote Attachments
- Quote PDF Layout
- The Sale! – Approve Quote and Create a Job (inc. Invoices & Purchase Orders)
- Create Revisions of the same quote
- Duplicate Quotes, Products and Prices – Copy Quotes
- Check all prices are current – Price Check/Updater
- Using Total Sell – things to keep in mind
- Notes in the Action panel
- Days Valid
- Quote Statuses
- Project Artifacts (Entities & Emails)
- Is the Sales Invoice in Xero?
- Is the Sales Invoice in MYOB
- Cancel a Sale
- Show Remaining Articles (13) Collapse Articles
- Summary Boards with Custom Views (Reports)
- QuickLook Panel – Shortcuts
- Project Artifacts (Entities & Emails)
- PO Details, Instructions & Addresses
- Delivery Labels
- Attach Files to PO's
- Sending Purchase Orders to Vendors
- Sending the PO to Xero
- Sending the PO to MYOB
- Is the Purchase Order in Xero?
- Is the Purchase Order in MYOB?
- Notes in the Action panel
Database
Your Company
Accounting
- IMPORTANT things to know!
- Software Integration – MYOB
- MYOB – Locations and Contacts
- Creating an Invoice and Purchase Order in MYOB
- Information in the MYOB Invoice
- Changes to the Sale – MYOB Invoices and Purchase Orders
- Is the Sales Invoice in MYOB
- Sending the PO to MYOB
- Is the Purchase Order in MYOB?
Ai Tools
Create a New Quote
Every client interaction in BE starts with a New Enquiry
(whether it’s a quote request or something else)
To help with organisation of activities, Quotes are started in an Enquiry (or the resulting Project)
Tip ~ Each Enquiry (or client activity/campaign) can contain multiple quotes associated with the activity, you do not need to create a new enquiry for each quote
Once in the appropriate Enquiry screen – scroll down to the Quotes block and click +Add”
You will now be presented with an empty Quote ready to include products.
All quotes are then filed in the originating Enquiry – to access any of these quotes click “View”
Quotes can also accessed in various places throughout Brandengine, including from the Quotes Summary Board and the resulting Project.