Default Documents (Opportunity) | Current RMS Guides

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Default Documents (Opportunity)

Default Documents (Opportunity)

Default documents to upload into your system.

Written by Matthew James Finkel

Updated over 5 months ago

Below are a selection of documents you can upload to your system to add some extra information to the default documents. You can upload them to your system by going to System Setup > Document Layouts > Upload Document.

For more advance customisations, click here to submit a request to our team.

consolidated_picking_list.txt

default_picking_list_(weight).txt

default_quotation_(_tax_and_company_number_).txt

default_quotation_(chargeable_days).txt

default_quotation_(charging_periods).txt

default_quotation_(contact).txt

default_quotation_(discount) (1).txt

default_quotation_(discount,_days_&_list_price).txt

default_quotation_(discount_&_days).txt

default_quotation_(discount_total).txt

default_quotation_(in_use_only).txt

default_quotation_(job_progress).txt

default_quotation_(no_0_pricing).txt

default_quotation_(no_surcharge).txt

default_quotation_(no_tax).txt

default_quotation_(product_description).txt

default_quotation_(reduced_spacing).txt

default_quotation_-_no_accessories.txt

default_quotation_-_sales_only.txt

default_quotation_with_replacement_value.txt

default_revenue_&_costs_summary.txt

picking_list_(page_break)_-_warehouse_notes (1).txt

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