How to enable the toggle for selecting a supplier in each Quotation line?

Updated on January 11, 2022 08:21PM by Admin

The Estimates app of Apptivo enables you to select a supplier for each item or product sold. By this, you can effortlessly keep track of the supplier information associated with each item line while creating or editing estimates.

Steps to enable the toggle

  • Log into your Apptivo account and navigate to the Estimates app. Here, select the More icon from the App Header and select Settings.
Estimates app
  • On the Settings page, go to Estimates → Supplier Items from the left navigation panel. The Supplier Item page comes into view.
Settings
  • To select a supplier for each item line while creating an estimate, enable the toggle.
Enabled Toggle
  • Now, create an estimate in the Estimates app of Apptivo.
Create Estimate
  • Add the required items in the Products/Items Sold table. You will have the facility to add the information related to the supplier on expanding each item line.
Add Supplier
  • If the toggle is disabled, the Supplier Details section is not visible while creating or editing estimates.
Supplier Details Hidden