Create step / classification of the quote

  • Go to Planning > Document progression management,
  • Click on the green "+" sign,
  • Type "Number" and "Description",
  • Optional: Activate the options:
    • "Reserve parts",
    • "Warn when customer's vehicle has existing estimates",
    • "Work in progress",
    • "Send a SMS for finished work"
  • Save.
 
 
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  • Create a quick list of preferred items to add to an estimate