Configuring General Rules for Proposals

Owned by Anastasia Medovkina
Last updated: Dec 07, 2023 by Anastasia Medovkina

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
  1. Navigate to the Proposal module, General tab.


  2. 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.

  3. 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.


  4. Scroll through the list or start typing the provider’s name, then select the provider(s) who are to be excluded from the rule.


  5. 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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