7 articles in this topic
Yes, indeed you can. The first step is to provide our support team with your Parts Base (PB) credentials and wait to receive our confirmation. Next, you may start interacting with PB right...
Dropping an Excel sheet with catalog pricing is only possible in the Inventory Module. You have to go to the left side of your screen for that. Afterward, you click on Manage Inventory and then on Imp...
In order to create "Customer Quote" statuses, you need to have Admin rights and access the "Administration" Dashboard:There, you have to go to "Statuses" under "Customer Quote" and click on "Create St...
Customers can take action on a quote as soon as it is received. By following a secure link in their quote, they'll be directed to a page where they can approve/reject it, sign it, and submit it. You w...
Our Rotabull Integration allows you to automatically receive in Smart145 all your customers' requests for quotes (RFQs) from the various marketplaces, as well as via phone and email. Additionally, it...
When sending a Quote to a customer, you can set the period of time during which this quote can be signed or approved. This can be done by setting a Valid Thru date for that quote or by using the "Vali...
To create a Work Order from a Customer Quote, you must first locate the Quote from which you want to generate the Work Order. Please note that in order to perform this task, the Customer Quote must be...