Sales block

Overview

The Project Page organizes information into a handful of different blocks in your lefthand bumper. This article highlights the information found in the Sales block

Sales explanation

The Sales block provides you access to the following information to view and edit:

• Survey details
  • Input, access, and edit your client's inventory items 
  • View estimated volume and weight of shipment
  • Generate a packing bill based on the cartons/materials indicated within the survey
• Valuation Coverage
• Proposals
  • Send a Quote
  • Send a Confirmation
  • View a history and log of all Quote and Confirmation emails sent to the client
• Billing
  • Edit Billing Items
  • Edit Billing Rules
  • Edit Billing Values
  • Add Bills
• Payments
  • Record a Payment
  • Add a Credit Card/Charge a Credit Card (if you are using Supermove Payments)