Operations CRM - Add Additional Charges to Quotes, Cash Quotes, and Orders

1. Navigate to "CRM"

   In the operations portal you can add extra charges or discounts to quotes, cash quotes, or orders. For this example we are adding additional charges to cash quotes. To do this, navigate to "CRM" in the operations portal.

   

2. Click "Cash Quotes"

   Then, go to the "Cash Quotes" screen. In order to access and update Cash Quotes you will need to be set up either as an “administrator” or a “superuser”, or have the following roles: "orderView", "orderEdit" and "dispatch".

   

3. Type to search for the cash quote

   Type to search for the cash quote to want to work with.

   

4. Go to the cash quote details screen

   Click the more details icon of the cash quote.

   

5. Click "Add Charge" field

   On the right side, find the "Addt’l Charges" section. Click "Add Charge" field to see the list of available charges.

   

6. Choose the charge from the list

   You can select additional charges directly from the list or you can type to search for specific charges.

   

7. The chosen charges will be shown

   The chosen charges will be shown in the "Add'l Charges" section.

   

8. Click on the charge amount

   You can also change the price if needed. To edit a charge, click on the charge amount.

   

9. Type in desired amount

   Type in your desired amount.

   

10. Click "Save"

    Then, click "Save".

    

11. Click on an existing charge amount

    To delete a charge, click on an existing charge amount.

    

12. Click the "Delete" icon

    Then, click the "Delete" icon, and the charge will be removed.