updates:requests-quotes-possibility-to-create-option-trip-through-contract
Differences
This shows you the differences between two versions of the page.
|
|
updates:requests-quotes-possibility-to-create-option-trip-through-contract [2021/12/16 13:50] rafal created |
updates:requests-quotes-possibility-to-create-option-trip-through-contract [2021/12/17 12:45] (current) rafal |
===== Creating 'Option' through 'CONTRACT' button ===== | ===== Creating 'Option' through 'CONTRACT' button ===== |
| [{{ :leon:sales:edit-request:rq_-_create_unconfirmed_quote_pop-up.png?300|'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. | 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. | 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. |
| |
| {{:leon:sales:edit-request:rq_-_create_unconfirmed_quote.png?nolink|}} |
| |
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). | 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. | 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.1639662657.txt.gz · Last modified: 2021/12/16 13:50 by rafal