Setting Up Requirements
To manage requirements for orders and quotes, go to Admin-->Orders and Quotes and select Requirements.
The list of requirements is shown. You can click Add Requirement to add a new requirement.
On each requirement, the Default option selects whether the requirement is turned on by default on a new order/quote. Inactive turns off the requirement from appearing.
If you want to associate a scheduler event with an event, click Edit in the Event column of the requirement. A dropdown will appear with the list of events. You can also turn off the event by setting it to blank.
For more information on setting up scheduler events, click here.
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