Quotation Admin settings in BigChange

BigChange allows you to produce Quotations within Sales Opportunities and later assign them to a job once the Quotation is accepted. This article will guide you through the process of creating, managing, and customising Quotations in BigChange.

Since Financial documents are created in the same way, most setting with apply for Invoices etc.

Before using Quotations in BigChange there are a number of Admin settings to do, which include:

• Adding your logo to standard quote template.
• Permissions.
• Automatic Referencing.
• Other additional quote settings.

Adding Your Logo

Customising 'Standard' Financial Documents with Your Logo by navigating to:

• Account settings in the top menu.
• Admin Settings
• General Account Settings in the quick links menu
  • Under the Account Details.
  • Add a URL of the desired quality and dimensions in the relevant field.

Setting Up Permissions

Granting Permissions to web users before creating Quotations to ensure the person has the necessary permissions.

Navigate to:

• Account settings (icon) in the Top menu. 
• Settings.
• Web Users in the side menu.
• Roles
  • Financial.

Quotation Settings

Quotation Automatic Referencing

This can be setup by navigating to:

• Account setting in the Top menu.
• Settings.
  1. Financial in the side menu.
  2. Select Financial documents & sales Opps.
  3. Select Quotation

• Select Quotaion.
• Select Automatic reference.

1. Reference Prefix: Use appropriate category prefixes for easy sorting and searching, e.g., QUO/ for Quotations.
2. Format: Set a default reference number format, e.g., '00000' for five digits.
3. Next Number: Set the starting number for the sequence to avoid repetition.

Additional Quote Settings

Additional quote settings can be setup by navigating to:

• Account setting in the Top menu.
• Settings.
  1. Financial in the side menu.
  2. Select Financial documents & sales Opps.
  3. Select Quotation
  4. Select Edit

 This will open a new popup window with a number of tabs:

1. Detail tab - see details below
2. Notes to clients tab - Please see seperate article
3. Quote Acceptance tab - Please see seperate article
4. Flags tab - Please see seperate article

 Details tab

• This tab allows you to apply a default template to your quotes.

Admin setting

Quote creation

Conclusion

By following these steps, you can efficiently create, manage, and customise Quotations in BigChange. Ensure you have the necessary permissions and customise your settings to suit your business needs. For further details, refer to the full Quote Acceptance article.