Tag: Estimates
- 1Estimate to SaleWe utilize SOM and estimates. When an install estimate is accepted we will typically turn the estimate into an invoice to bill the customer as Aptora training says. But when a customer comes in to pay... Read more...
- 4Retail price lockIs it possible to have the retail price lock, also lock the markdown markup method on invoices and estimates? I have employees changing the global setting on and estimate and not resetting the markup ... Read more...
- 1Ability to round all group items to the nearest dollarWhen making group items, the calculated price can easily include 2 decimal places. It would be much more convenient for collecting cash and tracking purposes if we could choose to have the sale price ... Read more...
