The appero quote setup app offers numerous basic configuration options under the "Settings" tab, which allow you to control the layout, basic functions as well as the calculation options of appero quote:
For better orientation, a description text opens on the left edge of the screen as soon as you move the mouse over a setting.
You can edit the settings directly using the sliders and checkboxes and save them using the buttons at the bottom of the page:
Display | Function |
|---|---|
.png?version=1&modificationDate=1641199867015&cacheVersion=1&api=v2&width=102&height=28) | Once you have modified one or more settings, you can use the Show Modified button to check your adjustments before saving. The modified setting will be displayed with a gray background: .png?version=1&modificationDate=1641200054873&cacheVersion=1&api=v2&width=170&height=21) |
.png?version=1&modificationDate=1641199873176&cacheVersion=1&api=v2&width=102&height=30) | Cancels the gray background, you can make further adjustments. |
.png?version=1&modificationDate=1641199893168&cacheVersion=1&api=v2&width=76&height=35) | Undoes the changes made. |
.png?version=1&modificationDate=1641199908171&cacheVersion=1&api=v2&width=70&height=38) | Applies the changes and deselects if necessary. |
Each setting corresponds to a so-called setup text, which can also be viewed and edited individually outside the quote editor via the custom object of the same name in Salesforce.
These settings normally apply to the entire Salesforce instance. If you need different values for the same setting, e.g. in international use, you can filter duplicate setup texts via the apperoLanguageLocale locale.
The settings are divided into the following areas: