How do you add payment terms options to the quotes?
Prepay Wire Transfer
Prepay Credit Card
NET 10
NET 30
etc…
I think you are asking how to add more values to the drop down?
if so, you can do it this way.
- go to the admin panel
- go to ‘Studio’
- go to ‘Quotes’
-go to ‘fields’ component of the quotes module - click on the payment terms field
- click on the ‘edit button’ … but make sure that the original values are there or else you could be editing the wrong drop down field
- add more values into the drop down value options and save once you have finished
navigate back to the quote module again and check the change has worked!
hope this helps
Hello,
If I follow DarrenTang advice and add
add more values into the drop down value options
What do I actually achieve by that?
Currently my installation (Version 7.4.3
Sugar Version 6.5.20 (Build 1001))
shows only two payment options: Net 15 Net 30. What are they?
I would like show my client that he can pay with check. How to set it up?
Thank you
LinforPros
I followed the instructions above and worked!
You can see the screens of my steps in the following screenshots
https://www.dropbox.com/s/tuinj7ghbpzbfnr/2017-08-27_06-06-44.png?dl=0
https://www.dropbox.com/s/n7aplfly2rknzyy/2017-08-27_06-04-53.png?dl=0
https://www.dropbox.com/s/kkug690cjycrp1u/2017-08-27_06-17-14.png?dl=0