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  1. WeSuite
  2. WeEstimate
  3. System Configuration

System Configuration

  • How to Add a New RMR Item
  • How to Discontinue Parts in WeEstimate
  • How to Import Parts to WeEstimate
  • How to Setup Default Margin by Region & Customer
  • Setting Default Fixed Global Term
  • How to Create a Discount
  • How to Get a User to Show Under "My Employees"
  • Editing RMR Items
  • How to Configure Pre-Approvals and Post-Approvals
  • How do I prevent users from editing existing packages?
  • How to Change the Auto-Calculated Fields for Freight, Burden & Warranty
  • How to Update Licensing Settings for a User
  • Refreshing Commissions
  • How to Configure Pre-Approvals for Offices and Regions
  • How to Add "My Employees"
  • How to Setup Sales Quotas for Users
  • Editing Packages
  • How to Change Default Global Margins
  • Configuring Group Rights for Advanced Tax
  • Setting Up Sedona Integration
  • « First
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