QuoteCQ: How To Configure your company details

As you set up QuoteCQ, it is important to capture your Company's Details.

1. Navigate to Configuration using the 3-gear icon in the toolbar on the left-hand side and Click on "Misc".

   

2. Choose Company Details an click on the Company Name.

3. Choose the information you can configure.

   1. Company Details: you can edit your company name as well as the default time zone and currency. Please notice this currency will be the default for any RFQ you create.

      

   2. Contact Details: here you can set up the company's official address, website, and phone number.

      

   3. Addresses: this will allow you to set up multiple addresses for Purchasing (ShopCQ). You can set different addresses and indicate whether they are a Ship to or a Bill to address.

      

   4. Default Notes: This comment will be populated in the final quote report in PDF.

      

   5. Terms And Conditions: enter your T&C here that will show in the final quote report. You might set different T&C for Quotes (QuoteCQ) than for Purchase Orders (ShopCQ).

Shortcuts

From the main view, you can also edit the Quote Note and Terms and Conditions from the shortcut buttons: