Configuring General Rules for Proposals
You can turn on and off a provider’s ability to enter a unique proposal number when submitting a proposal. Additionally, you can exclude providers by selection, allowing those providers to enter a unique number when submitting a proposal.
⦿ How to Configure Which Providers Can Enter a Unique Proposal Number
- Navigate to the Proposal module, General tab.
Click the checkbox to enable the Auto-Generated Proposal Number rule.
Unless added to the Exclusion list, all providers will NOT be able to enter a unique proposal number.
- To add providers to the Exclusion list, which means they can enter a unique proposal number, click in the text field to open a pick list.
- Scroll through the list or start typing the provider’s name, then select the provider(s) who are to be excluded from the rule.
- Click Save to complete the process.
With the above configuration, Artie’s Hvac & Arties are the only two providers who can enter a unique proposal number when submitting a proposal.
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