Defining default quote settings

When a quote is approved, Advanced Automation (PSA) automatically creates the following:

• A purchase order ticket for items that first need to be purchased (for example, via a distributor). Note that if an item is already in stock no purchase order ticket will be created.
• A quote ticket to deliver and bill quote items for the customer.

The default quote settings define which support groups each of the above ticket types should be automatically assigned to when they are created. You can also define other quote settings, such as the default category and default payment method for sales items.

To define default quote settings

1. In the management portal, go to Settings > Billing and quoting.
2. Click the Quote settings tab.
3. Click the pencil icon, and modify any of the following default settings:
   • Group for purchase order tickets: Select the relevant support group from the dropdown list.
   • Group for quote tickets: Select the relevant support group from the dropdown list.
   • SLA for quote tickets: Select the relevant SLA from the dropdown list.
   • Priority for quote tickets: Select the relevant priority from the dropdown list.
   • Category for quote tickets: Select the relevant category from the dropdown list.
   • Billing entity: Select the relevant billing entity from the dropdown list.

   • Send invoices by: Select from Mail or Email. By default, this is set to Mail.

     The Send invoices by field is applied when creating a contract or sales item by accepting a quote. This is the only time the Send invoices by field is applied other than from the default billing settings, or from the customer's billing settings.

   • Sales items payment method: Select from Manual payment or Direct debit.
   • General conditions: Add your own general conditions to all quotes. For example, any specific legal terms you want to include.
4. Click to apply your changes.