User Settings for Quotation/Sales Order

User Settings - Sales - Quotation/Sales - Order

In the user settings, you are able to customise the quotation and order card in the Sales work area. By defining which fields, check boxes, and other functions shall be displayed, you are able to simplify your daily tasks accordingly.

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.

Quotation/Sales Order

The settings can be adapted for users who have advanced and/or simpler needs. There are three predefined setups for the quotation and order card:

Simple: Simplifies the screen and displays only the most commonly used fields.

Normal: Displays standardised fields normally used in this functionality.

Advanced: Shows all available fields and additional functionality.

Product line columns

Here you are able to decide which columns you would like to be available when you add product lines. Read more about product lines in Quotation/Sales Order/Invoice/Credit note.

Tracking no.: Select this 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 that are filtered by tracking numbers.

Display

Here you can define the settings that you wish to be predefined when opening the quotation and 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.