Overview
In BQE CORE, you can configure the format of Quote IDs used in CRM to help maintain a consistent numbering system across all quotes. These settings also allow you to define how Quote IDs are structured and whether they should increment automatically.
Field Descriptions
| Field Name | Field Description |
| Settings > CRM > Quotes > | |
| Quote: Auto increment Quote ID |
If you check this option, CORE automatically pre-fills and increments the Quote ID number set below for newly created quotes. |
| Quote ID | This is the quote number format, which consists of a prefix, ID number and suffix (you should add space or hyphen to separate them). The middle number is automatically incremented by one unit from the value entered here. CORE supports both numeric and alphanumeric IDs.
If you delete a quote, the last Quote ID here is reset so that the new quote created reuses the ID number of the deleted quote. |