Introduction
Product settings is the place to keep settings that are related to:
Quotes, Policies, Emails, Discounts, etc.
Binders
Carriers
Pre-requisites:
In order to access product settings, users should have “Manage product settings” permission and go to the cogwheel on the right side, and choose the menu “Product settings”.
Fields | Description | ||
|---|---|---|---|
Quote Validity (Days) | the The number of days that quotes are valid from the created date. After quote validity period, if quotes are not purchased, they are set to state “Expired”. | ||
Expired Quote Discard Period (Days) | the The number of days that the expired quotes will be discarded automatically by the system. | ||
Policy Automatic Emails | check Check box, if ticked, policy emails are automatically sent out after purchase. | ||
Quote Email Recipient Policy Email Recipient | two Two possible answers, “Seller’s Email” and “Customer’s Email”:
| ||
Sales discount levels configuration:
| These are tied to Sales Discount permissions each of which is for a level.  For example: A user has “Sales discount level 2” permission, and the configured value for “level 2” is “30” as in the screenshot above. This user can only input a discount percentage up to 30% during quote acceptance.  | ||
Policy Summary Document Template Policy Summary Email Template | It uses the selected document/email template is used | Policy Summary Email Template | Shared Lookupto generate policy summary documents/emails. This is at system level, not product level. |
Shared Lookup | The shared lookup data can be used in any product. Examples are TaxRates, PostCodeToCountyMapping, City, etc. |
