Operations CRM - Add, Edit, and Remove Addons on a Cash Quote

1. Navigate to "CRM"

   To manage additional charges or add-ons on a cash quote within your operations portal, navigate to CRM section

   

2. Go to "Cash Quotes"

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

   

3. Search for your desired cash quote

   Search for the cash quote by entering keywords in the "Search..." field.

   

4. Click the more details icon

   Locate the cash quote and click the more details icon.

   

5. Click the "+Add charge" field

   On the right side of the cash quote screen, in the additional charges section, click the field labeled "Add charge".

   

6. Search and Select a charge

   After clicking, a list of available charges will appear, from which you can select one or multiple. You can also type to search for a specific one.

   

7. Edit added charge

   After selecting a charge, it will appear in the "Additional Charges" section above the search field. Click the charge value to edit it.

   

8. Confirm edited value

   Then, enter your desired amount, and then click the check icon to confirm the update.

   

9. Remove a Charge

   To remove an addon, click the trash icon next to it and the charge will be removed from the list.