Customers
B2B customers and their negotiated pricing. Select a row to view or add pricing rules.
| Name | Type | Status |
|---|
New customer
Special bids
Negotiated below-cost bids. A bid is only usable on quotes once it has been approved.
| Customer | Variant | Special cost | Status | Actions |
|---|
New special bid
Quotes
Build, review and progress quotations. Expand a row for line detail and workflow actions.
| Quote # | Customer | Status | Total | Est. profit | Est. margin |
|---|