QCQ Configuration
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      QuoteCQ: How to Automate your Cost Rules

      The information captured from your team on the RFQ form is important and can impact your costs. Use the Cost Rules to apply specific costs to different sections on the Summary tab based on your RFQ Checklist fields, Order Type and Job Type.

      Here's how:

      1. Go to Configuration
      2. Click Misc
      3. Click Automate Cost Rules
      4. Choose the + to add a new cost rule
      5. In the pop up, you will be able to choose from your custom RFQ fields, Job Type, or Order type to apply a cost to one of the following sections on the Summary tab:

      6. Then, choose the defining options and the value to apply the cost to.
      7. You can apply a total cost amount or percentage. Examples below: