WorkBook

Define a Client's Price Quote Settings

Depending on your role in WorkBook, you can modify in Resources a client's price quote settings to indicate which values on the prices quote lines can be edited and to indicate the of use VAT and multiple resources.

Note: You must have permission to add, delete, and modify resources to complete this task.

To define a client's price quote settings:

  1. On the main toolbar, click Resources .
  2. On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
  3. Select the client whose price quote settings you want to define by completing any of the following actions:
    • In the Search in Grid field, enter the name of the client, then select it from the grid.
    • Click the Filter field next to the Search in Grid field, select Clients as your filter, and select the client from the grid.
  4. On the grid toolbar, click Resource Information / to display the client card.
  5. On the side toolbar of the client card, click Client Settings > Price Quote Settings.
  6. Update the price quote settings as needed.