Currently, there is no way for users to search quotes done by Mode. Add the Shipment Options section from Single & Multi to History. Shipment Options should be able to be defaulted.
Surcharge Manager - Update "N/A" To be More Descript
General Description: Surcharge Manager allows user to create their own customer charges to apply to quotes where the charges are not represented in their contracts or rate agreements. These supplemental surcharges can have an "Agent" assigned as l...
Currently, the schedules API runs only when the user clicks the schedules icon. If the user does not do this and creates a quote, the schedules information will not be available on the quote. Add method to adding the quote to the shopping cart to ...
Based on Role, users may or may not be able to edit quotes by clicking the Lock icon in the Info Panel. The lock icon would be disabled if the Quote Creation toggle were turned off.
Add a checkbox for Price Editing Wizard to the “Rate Search Results” section of the Organization Settings of the Control Panel. This will either activate or de-activate the Price Editing Wizard Functionality, depending on whether the Amdin wants t...
Disable Quotation Dates & Sell Features if Not Quoting
If a customer org is not using QMS to quote, Info Panel features related to the Quoting workflow should be disabled. Workflow items: 1) Quotation dates - greyed out and disabled 2) Sell radio button - greyed out and disabled 3) Shopping Cart - plu...
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