QES Setup

Owned by Stephen Juliano (Unlicensed)
Last updated: Jan 19, 2022 by Colleen Juliano
2 min read

Overview

The Sales Prospect Setup screen is used to set up automatic numbering of Prospects and Quotes along with the next numbers to be used for each of these if your company chooses to use the automatic numbering function. You will also set up the number of days quotes are valid. Entering a number of days here will cause the expiration date to automatically default in when entering a quote to the number of days entered from the date of the quote. This is also where you create Flex Fields for the QES module. 

QES>Special Functions>QES Setup

  • Automatically Number Prospects - Check the box if you wish TRX Enterprise to Automatically Number Prospects for you when they are created.

  • Next Prospect Number - Enter the Next Prospect Number

  • Automatically number Quotes - if you wish TRX Enterprise to Automatically Number Quotes place a check in this box.

  • Next Quote Number - Enter the Next Quote Number to be used if the Auto Number feature is on.

  • Quotes are Valid for - When a quote is created if there is a value in this box TRX will automatically set the date for expiration based on the current date and days until expiration

  • Allow Adding Inventory Items - Checking this box will allow you to create inventory items when creating quotes. If not checked you will have to create new item in inventory before they can be used on quotes.

  • You may also add up to 5 user defined Flex Fields that will show throughout the QES module