garagevo

The customer answered by phone. How do I record it?

In the Quote section press Answered by phone. Tick what the customer asked for (the rest counts as declined), note who you talked to, and save the answer.

The customer answered by phone. How do I record it?
Larger picture: On the phone · On the computer

A declined line stays crossed out but counts nowhere: not in the total, not on the print, not in the stock. The printed sheet shows when and how the customer approved.

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