Forms

Legacy Contributor

Is there a way that one user can use more than one quote form?

We are currently typing quotes free-form in Word. If they are able to take part A + part B, they do Subtotal, Environmental Surcharge and Grand Total.

However, if they do quantity break pricing, they do not use calculate the Subtotal, etc. They leave it blank because you don't know how many pieces they are going to order, so no order total is available.

Is there a way to do this in Visual?

Legacy Contributor

When you print there's 4 different forms your could choose from (Standard and User 1 - 3). Each from can be designed differently and the user would just have to know if it's price break use form 2 and if it's straight pricing use from 1. When you view the printout on the screen it displays the path and qrp name so you'll know which one to modify.