Set how quotes book

These settings decide what happens between a client saying yes and the order being on the books, which days a new quote offers for delivery and pickup, and when you are warned about stock. They sit on the page each one belongs to.

Booking: Settings, Sales, Orders, Booking

1. Open Settings, Sales, Orders, Booking.
2. Set each row and press Save beside a number; a switch saves as you flip it.

• Signed quotes book themselves and take the deposit: on, a client who signs online, with everything in stock for the dates, books it as an order and pays the deposit on the same page. Off, every signed quote waits for your team. A quote that is short always waits.
• Booking asks: stock is covered, crew and trucks can cover it and the details are confirmed: what booking a quote asks the person booking it to confirm. The stock check ticks itself when nothing is short.
• Client links stop working this many days after the event (0 = never): the quote, the payment page, the pictures and the tracking page. A link never stops before its event.

Leads: Settings, Sales, Leads

• Lead status after the first reply: when the first email, text or call goes to a lead still in the first status of your lead list, it moves to this status. Empty leaves it alone.

Dates: Settings, Sales, Quotes

• Delivery range starts and ends, days before the event, and Pickup range starts and ends, days after the event: the window a new quote offers. 0 is the event day.

Stock: Settings, Inventory, Stock rules

• Look for inventory conflicts this many days ahead and A conflict this close is urgent (days): how far ahead the conflicts badge looks, and when it turns red.
• Low stock, share left: a product reads low, in orange, when this share of its stock or less would be left.

Alerts: Settings, System, All notifications

• Alert on a new inventory conflict, the Morning list of inventory conflicts and the hour it goes out: the notes sales get about overbooked items. Each is a card, switched on or off there.
• Raise an unconfirmed sub-rental this many days out: when a sub-rental the vendor has not confirmed is raised. Empty means never.

Good to know

• The conflict alerts and the morning list go to your team, never to a client. Each person can turn them off in their own preferences.
• An expired client link tells the client to ask you for a new one; New link on the quote or the order makes a fresh one and opens the email to send it.
• See Inventory conflicts, Book a quote and Sign and pay.