In the user settings you are able to customise the quotation and order
card in the Sales work area. You are able to define the settings according
to your needs and demands in order to perform daily tasks by defining
which fields, check boxes and other functions will be displayed.
This might be useful if you are visiting a customer and creating new quotations/sales orders, and do not want the customer to be able to view sensitive data related to your company.
You can reach the User Settings by clicking Settings - User Settings - Quotation/Sales order.
Tip! It is also possible to access
the User Settings by clicking on the User
Settings button in the Sales card toolbar.
Use the arrow buttons to the right to hide or show all of the panels.
Click Save & Close in order to save your settings.
Default Setup
The settings can be adapted for users who have advanced and/or simpler needs. The Default Setup area allows you to use predefined setups for the sales card.
Simple: Simplifies the screen and displays only required fields.
Normal: Displays default fields and functionality.
Advanced: Shows all available fields and additional functionality.
Product lines
Here you are able to decide which columns you would like to be available when you add product lines. Read more about product lines here.
Tracking no.: Select, if the tracking number functionality for products shall be available. The tracking numbers are not linked to the warehouse functionality in Mamut Business Software, but you can create reports filtered by tracking numbers.
Display
Here you can define the settings that you wish to be predefined when opening the Quotation/Order card.
Open product list when adding a new product line: This check box must be selected, if the product list shall open each time you register a new product for an order.
Read more about:
Working with Quotations and Sales Orders