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I’M looking forward to use the Contract Report to do our quotations. I have a few questions about it:
How do you edit the costs of the products?
How do you use the report?
Can you edit the report to show and hide specific information?
If someone use it and could help us integrate it, please reply to this post.
Thanks.
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Hi Henrik,
You cannot modify the prices of the cabinets you are using from the report. The pricing in the catalog is set up by the manufacturer of the catalog.
To use the contract, go to the Presentation tab, select ‘Reports’ and then select ‘Contract’. From the blue window that opens, you can change the reports name and the logo used on the report. You can also choose the order in which the report will show your items.. (e.i : Wall/Base/Tall, Base/Wall/Tall.) If you switch from General to Pricing in the blue window, you will be able to set up a payment schedule.
For any additional information on the Contract report, I would suggest to contact our Support department to speak to an agent. You may contact us by calling 1.866.697.2020.
Regards,
Kris
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