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General
Activity
- Summary Boards with Custom Views (Reports)
- QuickLook Panel – Shortcuts
- Create a New Quote
- Quote Details, Tags, GST & Currency
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- Including a Quote Total
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- The Sale! – Approve Quote and Create a Job (inc. Invoices & Purchase Orders)
- Create Revisions of the same quote
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- Using Total Sell – things to keep in mind
- Notes in the Action panel
- Days Valid
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- Is the Sales Invoice in MYOB
- Cancel a Sale
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- Summary Boards with Custom Views (Reports)
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- 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?
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Quote Statuses
PostedSeptember 12, 2024
UpdatedSeptember 12, 2024
A quotes status will automatically change during the various stages of it’s lifecycle.
The status bar is visible at the top of the individual Quote edit screen,
Draft
Whilst the Quote is still being prepared.
This will show in yellow
Sent
The Quote has been forwarded to the client by either a downloaded PDF, or directly via email from within Brandengine and/or you have marked the Quote as sent
This will show in blue
Approved
Once the client has accepted this quote (as a whole or in part) and the quote has been Converted to a Job for processing.
This will show in Green
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