axis diplomat 2020 formalises Quotation Validity Period

The latest release of axis diplomat allows you to define a specific date at which a quotation expires, replacing the simple free text field previously available.

It provides a number of benefits, including:

  • Preventing an out-of-date document from being printed or converted to an order.
  • Showing the validity period on a document which has been calculated automatically rather than relying on the user to free-type appropriate text.
  • Uniformly enforcing your organisation’s sales policy.

individual product groups may have a different validity period to the general default for your organisation. This is particularly useful where, for example, some of your products have more volatile pricing and you cannot guarantee to hold a quoted price for as long as you would normally.

When entering a new document, the user, subject to appropriate permissions, may elect to specify a shorter validity period but the document's validity period will always be the shortest of the user selected period, the overall system default and the validity period associated with each item's product group.

 

Discover more: https://www.axisfirst.co.uk/software/axisdiplomat/upgrades/

axis diplomat 2020 formalises Quotation Validity Period
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