Quote Setup

FieldFX Quote Setup allows users to create and manage quote templates, which can be used to generate quotes for customers. This module provides a way to define the structure and content of quotes, including the items, pricing, and terms and conditions.

For more information on how to set up and manage quote templates, please refer to the following sections:

Quote Type Setup

Quote Templates

Quote templates are the foundation of the quote generation process. They define the layout and content of the quotes that will be generated for customers. Users can create multiple quote templates to cater to different types of customers or products.

Quote Items

Quote items are the individual products or services that are included in a quote. Users can define the details of each quote item, such as the product name, description, quantity, and price. Quote items can be added to quote templates to create a complete quote for customers.

For more information on how to set up and manage quote items, please refer to the following sections:

Pricing and Discounts

FieldFX Quote Setup also allows users to define pricing and discount rules for quote items. This can include setting up price books, defining discount tiers, and applying special pricing for specific customers or products.

For more information on how to set up and manage pricing and discounts for quote items, please refer to the following sections: