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Creating 'Option' through 'CONTRACT' button

'Create non-confirmed trip in OPS module' option

It will be possible to create an 'Option' trip type when sending a contract to the Client.

The first step is going to the 'Settings' > 'General settings' > 'Sales Module' tab and selecting the 'Create non-confirmed trip when contact is sent' checkbox.

This checkbox allows activating the 'Create non-confirmed trip in OPS module' checkbox in the 'Send document: Charter Agreement' pop-up window ('CONTRACT' status button in the RFQ).

Selecting the 'Create non-confirmed trip in OPS module' and sending the contract to the Client will create a non-confirmed trip (Option) in the OPS section without having to initially go through the 'OPTION' status button. This checkbox is the equivalent of the 'OPTION' status button in the RFQ.

updates/requests-quotes-possibility-to-create-option-trip-through-contract.txt · Last modified: 2021/12/17 12:45 by rafal