Quotations
The Quotations access right in Service Geeni allows users to create and manage customer quotations.
Purpose
With this access right, users can generate quotations for services, jobs, or equipment.
Quotations help define pricing before work is approved and carried out.
Where It Is Used
• Records
• Quotations
Permission Options
• Create
• Delete
• Edit
• View
• Can Create Equipment Deal Quotations
• Can Create Hire Contract Quotations
• Can Create Job Quotations
• Can Create Service Contract Quotations
• Can Create Sales Order Quotations