Navigation:  Quotations > Quotation tabs > Forms Tab

Hover the curser over the tab to navigate to a specific section, to enter and customise a quotation product type. This is configurable ON/OFF at Product level.

 

The Forms Tab will change depending on the requirements of each product.  The menu will use the Tab Name link by default. If required other need fields on the tab in question it can be configured to show additional information. Please refer to product administration for further information. This configuration is done in the UC Studio area.

 

Below is a sample of how a motor vehicle type product would look like.

 

 

To simultaneously go to the next section of the form and save the details entered, click on , which performs a save like the tick button, however will move the User into the next Form section, essentially reducing two steps down to one.