CRM Modules: Quotes & Invoices

CRM Modules: Quotes & Invoices

The CRM plugin adds a new portal panel to the detail view as well as a ‘publish’ button. You will also need to make sure fields used by the portal are in the detail view.

Fields used in Quotes:

  1. Login to your SugarCRM/ SuiteCRM dashboard and go toAdmin>>Studio>>Quotes>>Layouts>>
  2. Confirm the following fields are added to both the Edit and Detail views:
    • Title
    • Account,
    • Contact
    • Approval Status
    • Approval Issues
    • Assigned to
  3. Login to your SugarCRM/ SuiteCRM dashboard and go toAdmin>>Studio>>Quotes>>Fields
  4. Set the following fields as ‘Required’
    • Assigned To
    • Billing Account
    • Billing Contact

 

Repeat the steps above for the Invoices Module with exception to the Approval fields.  Additionally, you need to add a new panel ‘Billing Preferences’ to both the edit and detail views.

  1. Login to your SugarCRM/ SuiteCRM dashboard and go toAdmin>>Studio>>Invoices>>Layouts>>
  2. Create a new panel called ‘Billing Preferences and add the following fields:
    • Is Recurring?; Send Invoice Automatically?; Recurring Unit & Recurring Length.