How To Configure email printing of quotes

When completing quotes, AGRIS sales can generate a printed copy of the quote to email to the customer.

There are three things to ensure success that must be done.

• A pending booking type has been selected for using quotes.

• A default booking form for printing has been set in AGRIS.

• The AGRIS Booking form design has been completed to change the printed wording when a quote is detected.

 Instructions

AGRIS - Identify and configure the Quote pending type.

1. Open AGRIS and navigate to INV>Setup>Order Entry Setup Options>Screen 2 of 8.

   1. Identify an unused pending order reason.

   2. Configure the type to say Quote. (see below)

      1. Open

         

          

   3. Save and exit.

Sales Review - Configuring to print quotes.

1. Open salesreview.agris.com

2. Navigate to Settings > Pending agreements

3. Select the status setup for Quotes and save.

   1. Open

      

       

AGRIS - Booking Forms Design.

1. Once configured as discussed above ensure that logic has been added to the Active Reports Designer to consider what language should show or change when a “Pending type” = Number “X” Quote is found..

   1. Options that should be adjusted to hide or make visible should be related to changing the document from Booking to Quote

   2. Do you need more or less language on the form.

   3. Should the colors be different?

   4. Should it call out the expiration date of the quote in Bold Letters?

2. All of the questions above should be considered and if your team needs assistance, Greenstone Forms design services are available to quickly make the changes needed to get your team up and running quickly.

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