Company Settings
By Parker McNally, Adrian Lucas · 45 articles
Company Information
6 articlesEquipment
3 articlesPricing Configuration
8 articlesHow SetSale Calculates PricinggSetting Up Your Company's Pricing RulesNet ProfitHow SetSale Calculates Markup PricingUnderstanding SetSale's Gross Margin Pricing ModelGuaranteeing Profit with Gross Margin PricingHow to Set Up and Manage Install Supplies in SetSaleHow to Customize Tax Rates per Quote in SetSale
Quotes
18 articlesConfiguring Your Quoting SettingsHow to Share a Quote or Presentation with a ClientHow to Customize AI-Generated Quotes in SetSaleHow to Hide Equipment Pricing from SalespeopleHow to Hide Sales Commission Amounts from TechniciansUpgrades vs Install Supplies ... What's the Difference?Enhanced UpgradesUnderstanding and Using ServicesHow to Combine Repair and Replace Options in a Single QuoteHow to Use Upgrade Rules in SetSaleHow to Automatically Add Upgrades to Your QuotesHow to Automatically Add Services to Your QuotesHow to Add a Custom System TemplateHow to Add Financing Plans to SetSaleHow to Set Up Commission Rules in SetSaleHow to Automatically Add Rebates to Your QuotesHow to Set Up Distributor Order Email NotificationsCustomize Your Checkout Experience