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Estimates Settings
Note: This document has been imported from the former KB and has not yet been verified.
- Enable Estimates Module: Allows you to create and use Estimates as part of your workflow in the application.
- Last Estimate Number: Changing this will reset your Estimates numeric order to the new number that you choose.
- Enable Upsell Opportunities: Allows you to add opportunities to upsell products on your invoices. Refer to this document to add upsells to products.
- Do no pull inventory for Estimates: When enabled, inventory will not be reserved when added to Estimates.
- Auto Expire after X days: When a value is entered, estimate will expire after the set amount of days. Leave empty to disable this feature.