Setting - Override Proposal Price
With 11.0, there is a new setting that can be applied only to the New Method of creating proposals to allow the technicians to override the calculated price. Think of it as the invoice green button equivalent for proposals.
Video - Example of How the Software Creates the Equipment
Instructions - How to Activate the Setting
- From the Command Center, click on Settings
- Under the ESM Settings section, click on General Settings
- Change the value of "Allow Technicians to Override Price?" to "Yes"
- Click Save
Notes
- When 11.0 goes live, the setting will be set to "No"
- This feature is only applicable when the "New Way" of creating proposals is active.
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