Requirements
Requirements allow you to define a set of options that can used to show what is required on a particular order/quote.
Requirements can be set to be optional or default (meaning each new order/quote has the default requirements turned on, and the optional ones available to turn on). Additionally, a scheduler event can be associated with a requirement so that the event can be scheduled.
If a requirement has an associated event and it has not yet been scheduled, a warning shows on the Events tab of the order/quote:
You can quickly schedule the event from this view.
For information on setting up requirements, click here.
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