Orcatec Tutorial

Items (Instants, rebates, discounts price list)

Company Setup - Items (Instants/Rebates)

Please note that “Settings” menu is Not Available On Mobile app and must be performed from the browser

 

Select "Items"

 

Select “Instants Or Rebates” (Instants) would be a cost reduction you could offer that comes directly off the price (Rebate) would require further action on the customers part to receive the cost reduction

 

Select “Add new line”

 

Input your “Rebate” and “Price” these fields are required* text may contain special characters

 

Add up to three attachments

 

Set “Expiration Date”

 

You have four options: (The default “No expiration”) (Select a custom date) (End of each month) (The 15th of each month) When the “Instant” expires it will be seen on the proposal but the cost deduction will no longer apply

 

You can duplicate line items to make small changes

 

Duplicated item will have a numeral added “each item must be unique”

 

Make all required changes and click check mark to save

 

All added cost reductions will be available under “Instants/Rebates” when creating proposal

 

Once added will be displayed in customer view