Set Up Quotation Reasons

Set Up Quotation Reasons

Overview  

This video will show you how to set up reasons that you can use to record why quotations are unsuccessful. A step by step guide can be found below the video.


Steps 

  1. In System Setup, open System Data.
  2. Double click on the Quotation Reasons line to open the table.
  3. Enter Edit Mode.
  4. Use the New button to add a new quotation reason.
  5. Enter a description for the quotation reason.
  6. Save the screen.



    • Related Articles

    • Record a Reason Against an Unsuccessful Quote

      Overview Do you want to record why you failed to convert sales orders into a quotes so you can improve your selling? Then having setup quotation reasons in System Data , you can then add these to unsuccessful quotes and see if there is a pattern for ...

    • Khaos Control Cloud Setup Guide - System Data - Quotation Reasons

      Overview This page is intended to compliment the training you undertake to help you set up your Khaos Control Cloud for your business. The Help menu is also available by clicking on the yellow question mark button in the top right of your screen or ...

    • Set Up Return Reasons

      Overview This video will show you how to set up return reasons for use when creating a customer return. Step by step instructions can be found below the video. Steps In System Setup, open System Data. Double click on the Return Reasons line to open ...

    • Khaos Control Cloud Setup Guide - System Data - Quotation Weighting

      Overview This page is intended to compliment the training you undertake to help you set up your Khaos Control Cloud for your business. The Help menu is also available by clicking on the yellow question mark button in the top right of your screen or ...

    • Assign a Quote Weighting

      Overview Quote weightings are used to help the user determine how likely a quote is to being converted into a sales order. The following video explains how they are used and there are step by step instructions below the video. Quote weighting must be ...